- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
This section will highlight how the customer can access the View Invoice pop-up window in the Customer Portal.
To access the View Invoice pop-up window, the customer must first be on the Invoices page. For more information on how to access this page, please see the Invoices page:
Once the customer is on the Invoices List page, they will need to:
Select the desired invoice number
Click the View button from the "Actions" column
The View Invoice pop-up window, has all the information the customer will need regarding their invoice:
In this pop-up window, the customer will be able to view:
The billing address
The invoice creation date
The invoice due date
The balance of the invoice
and the itemized list of parts and service
If you have any questions or need further assistance, please let us know. We'd be happy to help!