How Do My Clients Review Billings

Your customers can view invoices, notes, and more

In this article, we show you how clients can view invoices, credit notes, and funds in a credit account. It also explains how to update address and company details, and how to apply them to individual services.

Viewing invoices

  1. Log in to the store account.
  2. Click the Billing menu tab.
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Click Billing tab

  1. On the left menu, click the My Invoices menu tab. A list of all invoices displays.
  2. Click a subheading to view Paid, Unpaid, or Credited invoices.
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Choose invoice type

Making a payment

To make a payment from an invoice page:

  1. Go to the My invoices page.
  2. Click Unpaid on the left menu.
  3. Click an invoice.
  4. Click Pay now at the top of the invoice.
  5. Select a payment method and fill the fields.
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Click Pay now

Changing a payment method

Clients can change the payment method on the invoice page.

  1. Click Change on the invoice page.
  2. Fill the fields.

Viewing credit notes

Clients can see a list of credit notes (refunds) from your store.

  1. Go to the My invoices page.
  2. Click Credit notes on the left menu.
  3. Click an item to review details.
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Review details

Reviewing account credit

Your clients can view and top up their account credit (if they choose to use this payment method).

  1. Go to the My invoices page.
  2. Click Account credit on the left menu.
  • The Account credit page shows current funds available.

Adding funds

To add money to an account:

  1. Click the Top up button.
  2. Enter an amount.
  3. Fill the fields on the payment page.
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Click Top up button


Updating Address/Company Details for Individual Services

Clients can update their address and VAT number by adding company details in their profile settings. The new company details can then be applied to future renewal invoices by assigning them to individual contract products.

  1. Go to Products and Services.
  2. Select the contract product you’d like to update.
  3. Go to the Settings tab and scroll down to the Billing Address / Company Details section.
  4. Select the company details you wish to use and click Save.

Billing address/ company details in individual contract product