How to Navigate the Invoice Tab in the Customer Portal -Client POV
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This guide will teach you how to navigate the Invoice Tab in the Customer Portal.
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1. Navigating the Invoice Tab in the Customer Portal
Navigating the Invoice Tab is essential for managing your financial relationship with the publication. It allows you to review issued invoices, check outstanding balances, track payment history, and make timely payments to avoid late fees. By effectively using this tool, you can ensure accurate record-keeping and smooth financial operations.
2. Click "Invoices"
In the Customer Portal, click the Invoices tab on the left hand side
3. Select which invoices to view
In the drop down menu, select if you would like to see all invoices or just unpaid invoices.
4. Pay balance or select an invoice
Here you can click the Pay Balance button or select a specific invoice.
5. Click "Pay Now"
After selecting the invoice, you will see the invoice number, issued date, name, amount and amount due. Click the Pay Now button to make the payment.
6. Enter amount and select payment method
Enter the amount you would like to pay and select a payment method you have on file.
7. Click "Add Payment Method"
You can also add a new payment method by clicking Add Payment Method.
8. Click "Pay Now"
Proceed with payment.
9. Click "Download PDF"
You can also view a more detailed invoice by clicking Download PDF.
10. Invoice PDF
Here is an example of what the PDF will look like including all of your information, the publisher's information, invoice number, that month's issue, etc.
This guide covered essential steps like accessing invoices, selecting specific invoices, making payments, and downloading invoices in PDF format in the Citylifestylehq application's Invoice Tab.