Share invoices in a Client Portal
Choose which issued invoices a client can view.
Issue the invoice first. Its Contact must be linked to the portal's organization. On the portal's management page, choose Share invoice and select it from the list. The client can then view its status and issued PDF in the portal.
An invoice linked to a Contact does not appear automatically. Remove its grant from Visible work to stop portal access immediately. This does not change the invoice or make it public.
The portal shows existing invoice data; it does not process payments separately.
For invoice problems, Contact support.