Invoices
The Invoices section provides access to all your invoices, payment status, and invoice documents in the customer portal.
Overview
Invoices enable you to:
- View all invoices
- Check payment status
- Download invoice PDFs
- Make online payments
- Track payment history
- Manage statements
Accessing Invoices
Navigate to Invoices from the portal main menu.
Invoice List
Viewing Invoices
Invoices
Filter: [All Invoices ▼] [Status ▼] [Date Range ▼]
┌────────────────────────────────────────────────────────────────┐
│ Invoice │ Date │ Due Date │ Amount │ Status │
├────────────────────────────────────────────────────────────────┤
│ INV-2026-0001│ Jan 7 │ Feb 6 │ $4,950.00 │ Open │
│ INV-2026-0002│ Jan 7 │ Feb 6 │ $4,950.00 │ Open │
│ INV-2026-0003│ Jan 7 │ Feb 6 │ $3,406.70 │ Open │
│ INV-2025-0013│ Dec 15 │ Jan 13 │ $6,429.98 │ Overdue │
│ INV-2025-0014│ Dec 10 │ Jan 9 │ $6,875.00 │ Paid │
└────────────────────────────────────────────────────────────────┘
Summary:
├─ Open Invoices: $13,306.70
├─ Overdue: $6,429.98
└─ Total Outstanding: $19,736.68Invoice Status
| Status | Description |
|---|---|
| Draft | Not yet finalized |
| Open | Awaiting payment |
| Partial | Partially paid |
| Paid | Fully paid |
| Overdue | Past due date |
| Void | Cancelled invoice |
Invoice Details
Viewing Invoice Details
Invoice: INV-2026-0001
Invoice Information:
├─ Invoice Number: INV-2026-0001
├─ Invoice Date: January 7, 2026
├─ Due Date: February 6, 2026
├─ Order Reference: SO-2026-0015
├─ PO Number: PO-12345
└─ Status: Open
Bill To: Ship To:
Acme Corporation Acme Corporation
123 Business Park 456 Warehouse Drive
Chicago, IL 60601 Chicago, IL 60639
Line Items:
┌────────────────────────────────────────────────────────────┐
│ Description │ Qty │ Unit Price │ Tax │ Total │
├────────────────────────────────────────────────────────────┤
│ Widget Pro │ 25 │ $79.99 │ $169.98│ $2,169.73│
│ Gadget Plus │ 10 │ $129.99 │ $110.49│ $1,410.39│
│ Cable Kit │ 20 │ $24.99 │ $42.48 │ $542.28 │
├────────────────────────────────────────────────────────────┤
│ Subtotal: │ │ $3,950.00│
│ Tax (8.5%): │ │ $335.75 │
│ Shipping: │ │ $664.25 │
│ Total: │ │ $4,950.00│
├────────────────────────────────────────────────────────────┤
│ Amount Due: │ │ $4,950.00│
└────────────────────────────────────────────────────────────┘
Payment Terms: Net 30
[Download PDF] [Pay Now] [Print]Making Payments
Pay Online
- Select invoice(s) to pay
- Click Pay Now
- Choose payment method
- Enter payment details
- Confirm payment
- Receive confirmation
Payment Methods
| Method | Description |
|---|---|
| Credit Card | Visa, Mastercard, Amex |
| ACH/eCheck | Bank account transfer |
| Wire Transfer | Bank wire (instructions provided) |
Payment Form
Make Payment
Invoice: INV-2026-0001
Amount Due: $4,950.00
Payment Amount: $4,950.00
Payment Method:
○ Credit Card
○ ACH/Bank Transfer
○ Wire Transfer
Credit Card Details:
Card Number: [________________]
Expiry: [__/__] CVV: [___]
Name on Card: [________________]
Billing Address:
[ ] Same as account address
[ ] Different address
[Cancel] [Submit Payment]Payment Confirmation
Payment Successful!
Payment Details:
├─ Invoice: INV-2026-0001
├─ Amount Paid: $4,950.00
├─ Payment Method: Credit Card ****1234
├─ Confirmation: PAY-2026-0089
└─ Date: January 23, 2026
A receipt has been emailed to your account email.
[View Receipt] [Return to Invoices]Invoice Documents
Available Documents
| Document | Description |
|---|---|
| Invoice PDF | Original invoice |
| Receipt | Payment receipt |
| Statement | Account statement |
Downloading Invoices
- Open invoice details
- Click Download PDF
- Save to computer
- Or click Print for printing
Account Statement
Viewing Statement
Account Statement
Account: Acme Corporation
Statement Date: January 23, 2026
Account Number: CUST-001234
Account Summary:
├─ Previous Balance: $6,875.00
├─ Payments: -$6,875.00
├─ New Charges: $19,736.68
├─ Credits: $0.00
└─ Current Balance: $19,736.68
Aging Summary:
├─ Current: $13,306.70
├─ 1-30 Days: $0.00
├─ 31-60 Days: $6,429.98
├─ 61-90 Days: $0.00
└─ Over 90 Days: $0.00
Transaction Detail:
┌────────────────────────────────────────────────────────────┐
│ Date │ Description │ Charges │ Credits │ Balance│
├────────────────────────────────────────────────────────────┤
│ Jan 1 │ Balance Forward │ │ │$6,875 │
│ Jan 5 │ Payment - Thank you│ │ $6,875 │ $0 │
│ Jan 7 │ INV-2026-0001 │ $4,950.00 │ │$4,950 │
│ Jan 7 │ INV-2026-0002 │ $4,950.00 │ │$9,900 │
│ Jan 7 │ INV-2026-0003 │ $3,406.70 │ │$13,306 │
└────────────────────────────────────────────────────────────┘
[Download Statement PDF]Payment History
Viewing Payments
Payment History
┌────────────────────────────────────────────────────────────────┐
│ Date │ Reference │ Method │ Amount │ Status │
├────────────────────────────────────────────────────────────────┤
│ Jan 5 │ PAY-2026-0015│ Credit Card │ $6,875.00 │ Complete│
│ Dec 20 │ PAY-2025-0189│ ACH Transfer│ $8,234.56 │ Complete│
│ Dec 5 │ PAY-2025-0167│ Credit Card │ $4,567.89 │ Complete│
│ Nov 25 │ PAY-2025-0145│ Wire │ $12,345.00│ Complete│
└────────────────────────────────────────────────────────────────┘Best Practices
Invoice Management
- Review invoices promptly
- Check for accuracy
- Note due dates
- Pay on time
Record Keeping
- Download invoices
- Save payment receipts
- Keep statements
- Track disputes
Payment Processing
- Pay before due date
- Use secure methods
- Verify amounts
- Keep confirmations
Troubleshooting
Common Issues
Invoice missing
- Check date filters
- Search by number
- Contact accounting
Cannot make payment
- Verify amount
- Check card details
- Try another method
- Contact support
Payment not showing
- Allow processing time
- Refresh the page
- Check email confirmation
- Contact support
Incorrect amount
- Review line items
- Check for credits
- Contact accounting
Related Documentation
Learn about Receipts to view your payment receipts and confirmations.