Navigation: Click the link "go to portal" from any Client's blue snapshot panel > Invoices

 

Once logged onto the Client Portal, from the Invoices screen your client will be able to:

  • view a list of their current invoices

  • download a PDF copy of any invoice on that list

 

Click to enlarge

View a List of Current Invoices >

An explanation of what the columns mean on the current invoices screen.

 

Download an Invoice PDF >

Learn how to download a PDF copy of any invoice on that list.