When you send a customer an invoice, they can view, download, and pay it from your member portal — the self-service home they sign in to. Knowing exactly what they see makes it easy to set expectations and walk them through it when they call. This guide tours the customer-facing Invoices page.
The member portal Invoices page
After a customer signs in to your portal, they open Invoices from the menu. The page is titled Invoices with the subtitle “View, download, and pay your invoices.” and lists every invoice you've sent them — with its amount, due date, and status.
Filter by status with the tabs
The tabs across the top filter the list by status — All, Open, Overdue, and Paid — so a customer can jump straight to what still needs paying or to their payment history. Each tab shows a count of the invoices it contains.
Search and filter by date
The Search by ID or description field finds a specific invoice by its number or what it was for, and the date filter narrows the list to Last 30 days, Last 90 days, or Year to date. These help a customer locate one invoice among many.
Pay or download from each row
The table columns are Invoice, Description, Issued, Due, Amount, and Status. The action at the end of each row depends on the invoice:
- Open and overdue invoices show a Pay button that opens a secure checkout.
- Paid invoices show a Receipt button that downloads a PDF receipt.
- Void, uncollectible, and draft invoices have no action — the status pill conveys the state. (Draft invoices you haven't finalized don't appear here at all.)
Export the list
The Export CSV button in the top-right downloads the current, filtered list of invoices as a spreadsheet — handy for a customer's own records or accounting.
Good to know
- Online payment requires Stripe. The Pay buttons open a secure checkout only when you've connected Stripe from your Payments settings — see the Payments guides for connecting a processor.
- Drafts stay private. Only finalized invoices appear in the portal, so a customer never sees a work-in-progress draft.
- It updates automatically. As you finalize invoices and record payments, the customer's list reflects the new amounts and statuses on their next load.