The Invoice widget in the Customer Portal lets customers view approved invoices and invoices awaiting customer approval. This gives customers direct access to billing information and helps reduce manual follow-ups.

With the Invoice widget, customers can view:

• Approved invoices related to their projects.
• Invoices awaiting customer approval for faster billing cycles.

To learn more about invoicing, read our invoicing articles.

Where the Invoice widget can be added

You can add the Invoice widget to two types of pages in the Customer Portal.

Project page

When added to a project page, the widget displays invoices related only to the specific project the customer is viewing. Customers can track approved invoices and invoices pending approval for that project.

Account Overview page

When added to the Account Overview page, the widget displays invoices across all projects under the customer’s account.

Add the Invoice widget to the Customer Portal

1. Navigate to the Customer Portal Template you want to configure.
2. Click Edit Portal to modify the layout.
3. Select the page where you want to add the widget.
4. Click Add Widget and select Invoice Widget from the available widget options.
5. Save and publish the changes to make the widget live for your customers.