Can my customers see their invoices online?

Этот ответ пока опубликован только на английском.

Yes. Once you invite a customer, they can log into their own portal and see and pay their invoices directly, without going back and forth with your team.

For what a customer sees and can do with their invoices from the portal — viewing, paying, receiving receipts — see Customer portal.

The same portal also has its own Work Orders and Quotes sections, so a customer isn't limited to just the invoice list. How a customer approves an estimate from the portal is covered under Approve an estimate.

To invite a customer to the portal, Nassima needs their email address.

Once they're in, customers can check an invoice or pay it whenever it suits them, without waiting on a reply from you.

Другие формулировки этого вопроса

  • Is there a customer portal?
  • Can customers pay from the portal?
  • How do I give customers access to their invoices?

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