Viewing Invoices & Paying Online

Your customers can view their invoices and pay online directly from the customer portal or from a link in the invoice email. No account creation is needed.

From the customer portal

After logging in to the portal:

1. Click Invoices to see all current and past invoices.
2. Each invoice shows the date, amount, and status (Sent, Viewed, Paid, or Overdue).
3. Click any invoice to see the full details, including line items and tax.

Paying an invoice

If your business has Stripe connected, a Pay Now button appears on unpaid invoices:

1. Click Pay Now.
2. Enter credit card or debit card information.
3. Confirm the payment.
4. The invoice status updates to Paid immediately — no manual reconciliation needed on your end.

Customers can also pay using the secure link in the invoice email without logging in to the portal.

From the invoice email

When you send an invoice, the customer receives an email with a View Invoice link. Clicking it opens a secure page where they can review the details and pay — no login required.

For business owners

From Billing → Invoices, you can track which invoices have been viewed, paid, or are overdue. Payment status syncs automatically with Stripe. See Invoicing Basics for more on creating and managing invoices.

Tips

• If a customer reports they can't pay, check that Stripe Connect is active in your settings. See Connecting Stripe.
• Encourage customers to use the portal for a full history of all their invoices and payments.