Invoice and payments

Invoices and Payments – Your Central Hub for Billing

• The Invoices and Payments section helps you view, manage, and track all project invoices and payments in one place.
• Everything is organized for clarity, so you can stay on top of billing and transactions without any hassle.

What You Can Do Here

• View all invoices and payment details shared with you
• Track payment status—pending, completed, or overdue
• Access and review billing information anytime

Accessing Invoices and Payments

1. Log in to the customer portal.
2. From the left-side menu in the top navigation bar, click Invoices and Payments.
3. The full list of invoices and payment details will appear, ready to view or manage.

Pro Tip: Regularly check the Invoices and Payments section to stay informed about billing and avoid any surprises.

Add Payment Methods – Safe and Simple

Managing payments is effortless with the portal. You can securely add your card details in just a few clicks and stay ready for any transactions.

What You Can Do Here

• Click the Add Card button to enter your payment details securely.
• Provide all required information for smooth processing.
• Save the card for future payments without repeated entry.

Preview Invoices – Know Before You Pay

• Before making any payment, it’s important to see the full details. 
• The portal’s preview option gives you a clear, comprehensive view of your invoice.

What You Can Do Here

1. Click the Preview icon to review all invoice details.
2. Check amounts, line items, and due dates carefully.
3. Ensure everything is accurate before proceeding with payment.

Pro tip: Always preview invoices first—catching discrepancies early avoids delays or errors.

Make Payments – Fast and Secure

• Paying invoices is simple and reliable through the portal. With just a click, you can complete transactions without leaving the platform.

What You Can Do Here

1. Click the Pay Now button to start the payment process.
2. Follow the prompts to confirm and complete your payment.
3. Keep a record of the transaction for future reference.

Pro tip: Ensure your payment method is up to date for smooth and error-free processing

Complete Payments – Enter Details with Ease

The checkout process is straightforward. Enter your payment information and proceed securely to finalize the transaction.

What You Can Do Here

• Enter the amount you want to pay.
• Provide your card details accurately.
• Click the Proceed to Payment button to complete the transaction.

Pro tip: Double-check the amount and card information before proceeding to avoid any errors.

Payment Confirmation – Your Receipt of Success

• After completing a payment, the portal provides instant assurance. 
• A confirmation page appears, showing that your transaction was successful.

What You Can Do Here

• View the Thank You page as proof of your payment.
• Check transaction details for accuracy and record-keeping.
• Keep a copy or screenshot for your personal records.

Review Receipts – Keep Track of Payments

• The portal makes it easy to stay on top of your financial records.
• All successfully paid invoices are stored in one place for quick reference.

What You Can Do Here

1. Go to the Receipts section to see all completed payments.
2. Check details for each transaction, including date and amount.
3. Download or save receipts for your personal or business records.

Pro tip: Regularly review your receipts to stay organized and maintain accurate records for accounting or audits.

Streamline Payments – Smooth and Accurate

• Following these steps makes managing invoices and payments simple and efficient. 
• The portal keeps everything organized, ensuring a seamless financial workflow.