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Invoices & sharing
Create, manage, and share customer invoices.
6 step-by-step guides
Invoices: find and manage invoices
Search invoices and review totals, balances, status, and available actions.
5 steps · 2 min readInvoice details: read the customer document
Inspect the invoice, outstanding balance, services, and transaction history.
5 steps · 2 min readShared invoice: view an invoice sent to you
Open and read an invoice using a link from the agency.
4 steps · 2 min readConvert an order into an invoice
Create an invoice from your reviewed order items.
5 steps · 2 min readUnderstand invoice statuses and actions
Follow an invoice from draft to payment or cancellation.
5 steps · 2 min readShare an invoice with a customer
Let customers view their invoice without a portal account.
5 steps · 2 min read