Client Invoices & Bills

Client Invoices & Bills shows receivables and payables in one place: status, due dates, and balance due. Clients can Pay online on open invoices via a secure hosted link; everything else is read-only.

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, sent, draft, manual paid)
• Pay online button on collectible invoices that opens a secure hosted invoice page (a Stripe-hosted page) in a new tab
• Clear "Paid" label on settled invoices; a dash where online payment does not apply
• Search within each tab, saved views, and Refresh
• Shows up to 50 rows per tab; use search to narrow to the document you need
• Read-only otherwise: clients cannot 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 Search invoices... (or Search bills... on Payables) to find a document 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.
6. Your firm may also give you a Bill Approvals page for approving and uploading bills; it appears in the same Money section when enabled.

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 cannot 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 approve or submit your vendor bills (rather than just view them), use the Bill Approvals page when your firm has enabled it.

In-depth guide

What the client can see vs. do

Status badges

The badge shows the document's current status as recorded in the books.

Bills on the Payables tab use their own statuses (for example draft, received, paid) in the same badge.

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 cannot be generated yet, the client sees "Payment link isn't available for this invoice yet."
• View-only is enough — paying works from a view-only portal account because the hosted page is the firm's payment link, not a change to the books.

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 Bill Approvals page, which the firm turns on 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 is nothing matching.
• Balance Due on bills is computed as amount minus total paid, so a fully paid bill reads zero.