Client Invoices & Bills

Invoices & Bills is the AR/AP view in the DayZero client portal (the /client shell). A firm's clients use it to see money owed to them (receivables) and money they owe out (payables) side by side; firm staff preview it through Client View. It's mostly read-only — the one action a client can take is paying an open invoice online through a secure hosted payment link.

Key capabilities

• Two tabs: Receivables (invoices) and Payables (bills)
• Invoice columns: Status, Invoice #, Customer, Due Date, Total, Balance Due
• Bill columns: Status, Bill #, Vendor, Due Date, Total, Balance Due
• Color-coded status badges (paid, partially paid, overdue, open/received, sent, draft, manual paid)
• Pay online button on collectible invoices that opens a secure hosted invoice page in a new tab
• Clear "Paid" label on settled invoices; a dash where online payment doesn't apply
• Debounced search within each tab
• Totals and balances right-aligned and formatted
• Read-only otherwise — clients can't edit or delete documents

How it works

Each tab loads the relevant list for the active business. For an open or partially paid invoice, the Pay online button requests a hosted payment link on demand and opens it in a new tab, so card details never touch the portal.

flowchart TD
  open["Open Invoices & Bills"] --> tab{"Which tab?"}
  tab -->|"Receivables"| inv["List invoices"]
  tab -->|"Payables"| bill["List bills"]
  inv --> status{"Invoice collectible?"}
  status -->|"open / partial"| pay["Show Pay online"]
  status -->|"paid / other"| label["Show Paid or dash"]
  pay --> hosted["Open hosted payment page (new tab)"]

How to use it

1. Open Invoices & Bills in the portal sidebar (Money section).
2. Stay on Receivables to review invoices, or switch to Payables for bills.
3. Use the search box to find an invoice or bill by number, name, or amount.
4. Read the Status badge and Balance Due to see what's outstanding and what's overdue.
5. On an open or partially paid invoice, click Pay online to open the secure hosted payment page in a new tab.

Pro tips

• Firm-side: finalize invoices so they reach "open" status — the Pay online button only appears for open or partially paid invoices, so drafts can't be collected.
• Firm-side: direct clients here for payment-status questions instead of fielding emails; the list is always current with the books.
• Client-side: sort or scan by Balance Due to prioritize what still needs collecting or paying.
• Client-side: Pay online opens a hosted page in a new tab — payment details never pass through the portal itself.
• Client-side: to pay or submit your vendor bills (rather than just view them), use the AP Automation page when your firm has enabled it.

In-depth guide

What the client can see vs. do

Status badges

Pay-online flow

• Collectible only — only invoices in open or partially paid status can be paid online.
• Pay online — fetches a hosted invoice URL and opens it in a new tab.
• Non-collectible — paid invoices show a "Paid" label; anything else shows a dash.
• Link not ready — if a link can't be generated yet, the client sees a clear "payment link isn't available for this invoice yet" message.

How firm-side data flows in

• Created firm-side — invoices and bills are created and managed by the firm in the Books workspace (AR/AP).
• Portal mirrors the books — the portal reflects current status, due dates, totals, and balances.
• Bills are view-only here — the interactive bill workflow (approve, upload, payment guidance) lives on the AP Automation page and is gated separately.

Edge cases

• No business selected: the page shows "No business selected."
• Empty list: each tab shows "No invoices found." or "No bills found." when there's nothing matching.
• Balance Due on bills is computed as amount minus total paid, so a fully paid bill reads zero.