How to easily download itemized invoices in the customer payment dashboard

Follow these quick and easy steps to download your itemized invoices from your customer payment dashboard.

Your customer payment dashboard grants you several avenues to access a comprehensive breakdown of your itemized invoices right from your customer payment dashboard.

Please note: Access to itemized invoices will vary depending on your partner's set up.  

How to view itemized invoices:
1. Through an email notification reminder
2. Within your customer payments dashboard

1. Through the automatic email notification reminder: Customers will have instant access to download an itemized invoice via an automatic email reminder letting them know of a due invoice.

• Once the email is received, select the ‘Download. PDF’ button to instantly download the itemized invoice.

2. Within the customer payments dashboard: Log into your customer payment dashboard to access the itemized invoice as well.

• Log into your customer payment dashboard and navigate to Accounts Payable, then Invoices
• Next to the invoice, select ‘Pay now’

• Within the Payment Method screen, select ‘Download invoice’

You're all set! 🎉