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Would you like to give your customers a quick overview of their outstanding invoices that they can review in their favorite spreadsheet software? Let them download their outstanding balance statement from the portal. The statements are directly available in the download section of the portal. When they download the statement, any entity that impacts the customer balance will be displayed, along with its impact on the balance. It includes invoices, unapplied payments & refunds, and unapplied credits. Disputed invoices are accounted for, but hidden invoices are not visible here. The entities of child customers are included in the parent customer portal. It can be downloaded as a CSV or an XLSX. This feature can be activated in your portal settings.