A new My invoices page is available across every client-portal brand, giving clients a clear view of what they owe and what they've paid.

What's New

• My invoices page: a new item in the portal account menu.
• Invoice summary: outstanding balance, total paid to date, number of invoices to pay and number of overdue invoices. It always reflects all invoices, whatever tab or filter is selected.
• Outstanding tab: only invoices with a balance, most urgent first. Overdue invoices are highlighted in red, and part-paid invoices show the remaining balance.
• All invoices tab: every invoice, newest first, with filters for Unpaid, Paid and In progress, sorting by issued or due date, and 10 per page.
• View opens the full invoice, including a PDF download and all payment methods your practice accepts.

Pay Online

• Pay now opens a secure Stripe checkout for the selected invoice and returns the client to My invoices afterwards.
• While payment is being confirmed, the invoice shows Payment processing to prevent duplicate attempts.
• Pay now is only shown when online payment is supported. It's hidden for part-paid invoices, claim invoices, practices without Stripe and currencies Stripe doesn't support.

Good to Know

• Available across all client-portal brands, in each brand's colours. On mobile, invoices show as cards.
• Clients see every issued invoice on their own record, including invoices addressed to a key contact or funder linked to that record. Draft, voided, written-off and fully refunded invoices are hidden.
• Nothing to switch on.