View and Download or Print Invoices from the Customer Portal

If your user role has the necessary privileges associated with it, you can access your invoices directly through the Customer Portal and view the contents arranged by line items, locations, or work orders. You can also print the invoices directly from the Customer Portal or download the information as an Excel file.

View Invoices

To view customer invoices from the Customer Portal, complete the following steps:

1. On the home screen of the Customer Portal, select Invoices from the "View your <>" drop-down list. Show me

2. A list of invoices appears on the screen. If there are a lot of invoices in the list, you can filter them by selecting Open Invoices or Fully Paid Invoices from the View: drop-down list. Show me

3. When you find the invoice whose details you want to view, click its invoice number to open the invoice Overview screen, which provides general information about the invoice, including charges and payment details. Show me

4. Click the Details button at the top of the Overview screen to open the invoice details screen, which by default groups the invoice data based on line items. Show me

5. (Optional) If you want to view the invoice details based on location or work order number instead of line items, select the corresponding option in the “Group by” drop-down list.

Note: Clicking any link in the WO# column opens a new screen displaying the work order from which the line item originated.

Print or Download an Invoice

You can also print customer invoices directly from the Customer Portal or download the raw data as a Microsoft Excel file and then manipulate the raw data in-house to suit their particular business needs. Both of these functions are available through buttons at the top of the invoice screens. Show me

The print-friendly version of the Customer Invoice looks like the sample below:

The downloadable Excel spreadsheet version of the Customer Invoice appears as a normal Excel file, as shown in the example below.