Customer Portal: Invoices

The Invoices screen in the Customer Portal displays every invoice created for the customer. From this screen, the end users can view the list of all their invoices, open individual invoices in detail, make payments, view payments, and even export a .CSV file of their invoices. 

Each field on the Invoices screen is defined below.

No.LabelDefinition
1Invoice #Numerical identifier for the invoice.
2Billed DateDate the invoice was created. 
3Due DateDate the payment on the invoice is due.
4ChargesAmount of charges on the invoice.
5CreditsAmount of credits on the invoice.
6PaymentsAmount of payments for the invoice.
7TaxesAmount of taxes applied to the invoice.
8TotalTotal amount owed on the invoice.

These actions are available for your customers on the Invoices screen.

  • Apply a payment on the account by clicking the Make A Payment button.
  • Review and modify the saved payment methods by clicking the Payment Accounts button. See the Customer Portal: Invoices - Payment Accounts article for more information.
  • View all payments made on the account by clicking the Payment History button.
  • Customize which columns display in the list view and the order in which they display by clicking the Arrange button and making the desired changes. See the Arrange Columns article for more information.
  • Download a .CSV file showing the list of tickets by clicking the Export button.
  • Sort the results in the grid by clicking the column label in the table header.
  • View the invoice in greater detail by clicking anywhere in the invoice row. 

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