Invoices and payment in the client portal

In their portal the client sees only their issued invoices, shown like the invoice you issued, never drafts.

What appears

• Invoices awaiting payment: the amounts due, the total Amount due on the home page, and Overdue when past the due date.
• Invoice statuses: awaiting payment, partly paid, paid, void; plus credit and debit notes.
• My payments: the payments you recorded against their invoices (date, method, amount).
• Print / save PDF for the invoice.

How they pay

There is no online payment inside the portal. The invoice shows a How to pay card: "You can pay by bank transfer to the firm's account", with the IBAN, bank, beneficiary and Reference (the invoice number) and Copy buttons. They then message you after the transfer.

The IBAN and bank name come from the seller details saved on the invoice. If you haven't entered them, the client sees "Contact the firm to find out how to pay". Complete them in the invoicing settings before issuing.

When the payment shows

Nothing changes automatically after a transfer; record the payment on the invoice from your side (creating invoices and recording payments) and its status and balance update in their portal.