How Do My Clients Review Billings

Your customers can view invoices, notes, and more

This guide explains how clients can view their invoices, credit notes, and credit account funds. 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 Bbilling tab

  1. On the left menu, click the My Invoices menu tab. A list of all invoices will be displayed.
  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.
  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 in the fields.
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Pay now

Changing a payment method

Clients can change the payment method on the invoice page. For more information, follow this guide.

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

Credit notes

  1. 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. This page shows current funds available.

Account credit

Adding funds

To add money to an account:

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

Add amount

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 would like to update.
  3. Go to the Settings tab.

Settings tab

  1. Scroll down to the Billing Address/Company Details section.
  2. Select the company details you wish to use and click Save.

Billing address/company details in the individual contract product