Customer Portal
Viewing invoices
Invoice details in the customer portal.
Overview
Invoice details in the customer portal.
Open invoices show balance due and pay button. Paid invoices show receipt summary.
Customer self-service
Each customer receives a secure portal link by email. They view estimates, approve work, see invoices, and pay without calling the office.
Tip
Mention the portal when you leave a door hanger — customers approve faster on their phone than by returning a signed PDF.
Next step
Continue with Making payments.