Billing customer portal

Modified on Thu, 8 Aug at 11:14 AM

Your customers can review all of their invoices in their billing portal. Only Open, Paid, and Canceled invoices will be visible to them.


On the billing portal, your customers can see the invoice, download a PDF of the invoice, or print the invoice directly from the platform. 


Customers with third-party accounts can also update the recipient of an Open invoice to one of the approved third-party accounts. This action will automatically update the recipient to the relevant account and notify them.

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