Depending on the permissions granted, your client may have the option to view the Quotes you hold for them on Klipboard, by viewing them through your Client Portal.

For more information on setting up Client Portal Permissions click Here.

Invoices Dashboard

The Client Portal Invoices dashboard will display the number of quotes you have issued to a specific client. Invoice statuses are Payment Due, Overdue and Paid, along with the value of the Invoices by status.

On the Invoices page your client:

  • Will only be able to view invoices that are in Payment Due, Overdue or Paid status. Invoices that are still in Draft will not be viewable.

  • Can download invoices as a PDF.

  • Can search by Location Name or Invoice Number using the search bar provided.

  • Can filter and amend a restricted amount of columns by clicking on the icon (3 horizontal bars) beside the column name.

  • Can export the current view as a spreadsheet by clicking on the Export Invoice Report button.

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