Invoices & Billing
How Clients See and Pay Their Invoices
The My Invoices page in the client portal, reminders and payment.
Clients with portal access have their own invoices page. This article is what they see, so you can walk them through it.
My Invoices
In the portal sidebar, My Invoices shows the balance due, the number of open invoices and how many are overdue, then each invoice with issue and due dates, the remaining amount or the paid date.
Paying
An invoice with a Stripe payment page shows Pay invoice, which opens the hosted page. Without one, the page reads "Pay by check or transfer; your cleaning company records it when it arrives."
Download PDF gives the client the same document you see.
What the client is told
A new invoice when it is sent, a payment received, a reminder three days before the due date, and one the day after it went unpaid. Each reminder is sent once per invoice.