Invoices on the Client Portal

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To allow a Client Contact to view invoices and PinvoiceR related reports on the Client Portal:

  • From the left-side menu on the Company record, click on Contacts and then click the Contact person's name
  • On the left-side menu, click on Contacts then go across and down to PinvoiceR Permissions link.
  • Under the heading "Add Permissions for Client Interface for Viewing Invoices/Statements Online:"
  • Select the check boxes of the Client Codes which the Contact person is permitted to see (check the "Client Codes" page to see a list of the clients' client codes)
  • If in doubt, contact your accounts department to confirm the correct clients' Client Codes
  • Click "Save Changes" at the bottom of the page

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