The Invoice Widget in the Customer Portal allows customers to view:
Approved invoices related to their projects.
Invoices awaiting customer approval for faster billing cycles.
By embedding the Invoice Widget into your Customer Portal, you can give customers direct access to their billing documents, improving communication, accelerating payment cycles, and reducing the need for manual follow-ups.
To learn more about invoicing, check out our articles on invoicing
Where Can the Invoice Widget Be Added?
You can add the Invoice Widget to two types of pages within the Customer Portal:
1. Project Page
Displays invoices related only to the specific project the customer is viewing.
Customers can track all invoices approved or pending approval for that particular project.
2. Account Overview Page
Displays invoices across all projects under the customer's account.
How to Add the Invoice Widget to the Portal
Navigate to the Customer Portal Template you want to configure.
Click Edit Portal to modify the layout.
Select the page, add widget, and scroll through and select the Invoice Widget from the available widget options.
Save and publish the changes to make it live for your customers.