Share invoices in a Client Portal

Issue the invoice first. On the portal's page, choose Share invoice: in the Share with band until an invoice is shared, then in the Invoices band. Choose the invoice and choose Share invoice.

The list has issued invoices for Contacts linked to the portal's client, and for Contacts linked to no client. Sharing an invoice for a Contact linked to no client links that Contact to the portal's client. An invoice for another client's Contact is not listed.

Each client who can sign in gets an email with the invoice's number, what is left to pay and its due date, while Email clients is on in the portal's details. In the portal, clients see the invoice's amount, what is left to pay and its due date, and can open its PDF. An unpaid invoice is listed under For you to do on the Overview. When the invoice can be paid by card, Pay with the amount left opens the same payment page as the invoice email. Card payment needs Stripe connected and Card payments on in Invoicing settings (see Record invoice payments and refunds); without it, the invoice's page tells the client to contact you for other ways to pay. A paid invoice stays listed as Paid, and a cancelled one as Cancelled.

Stop sharing beside an invoice hides it from clients at once. The invoice is not changed.

For invoice problems, Contact support.