Invoices & Payments

What the Billing page is for

The Billing page is your complete billing history and the place you pay outstanding documents. Every invoice and proforma issued to your account lives here, alongside your account credit balance, your full credit transaction log, and tools to pay, download, print, or share a document.

How to reach it

Open the customer portal and choose Billing from the sidebar. The page header reads Billing with the subtitle “Manage invoices, payments, and account credit”.

The layout at a glance

• Available Credit card — the blue/purple banner at the top shows your current account credit. It has a Top Up button to add funds and a History button that jumps to the credit log.
• Add Credit button — in the top-right of the header, this opens the same Add Credit window as Top Up.
• Summary tiles — four quick-stat cards: Total Documents, Paid, Pending, and Refunded. Clicking a tile filters the list below by that status; Total Documents clears the filter.
• Tabs — Invoices & Proformas (your document list, with a count) and Credit History (your credit transaction log).
• Search and status filter — search by document number or description, and narrow the list with the status dropdown.
• Document table — columns for the document number, service, date, due date, amount, status, and an actions area.

Reading the document table

Invoices and proformas appear together in one list. Each row shows:

• A document number — invoices use a blue file icon and an INV- style number; proformas use a purple receipt icon and a PRO- style number. Click the number to open the document.
• Service — a short description of what the document is for (hidden on very small screens).
• Date and Due Date.
• Amount and a Status badge.
• An actions area: a Pay link appears for unpaid or pending proformas, and a View button opens the document.

Use the column headers to sort, and the page-size and page controls at the bottom of the table to move through long histories. The search box matches the document number or its description; the status dropdown offers All Statuses, Paid, Unpaid, Pending, and Refunded.

Document statuses

Status	What it means
Unpaid	The document is due and has not been paid yet.
Pending	Payment is in progress or awaiting confirmation — for example, a bank transfer being processed.
Paid	Payment was received and confirmed.
Refunded	A previously paid invoice has been refunded.
On Hold	The document has been placed on hold. Contact support if you are unsure why.
Cancelled	The document was voided and no payment is owed.
Overdue	An unpaid invoice that is past its due date.

Proformas are pre-payment documents. Once you pay a proforma it converts into a final invoice, and the new invoice appears in your list in its place — so a paid proforma will no longer show in the document list.

Pay an invoice or proforma

1. Find the document with an Unpaid or Pending status.
2. For a proforma, click the Pay link in its table row. For an invoice, click the document number to open it, then click Pay Now to go to checkout, where the payment button shows the amount (e.g. Pay $20.00).
3. You are taken to the Checkout page, which shows the document number and an Order Summary.
4. Choose how to pay (see the next section), then click the payment button to finish.

Choosing how to pay at checkout

The checkout page is split into a payment panel and an Order Summary sidebar. The summary lists your items, Subtotal, Tax/VAT, any Credit Applied, and the final Total. Your options:

Option	What it does
Use Credit Balance	A toggle that applies your account credit (shown only when you have a credit balance). If your balance covers the full amount, a Covers Full Amount badge appears and no other method is needed. If it only covers part, a notice shows the Remaining amount you must pay with another method. An Add more credit link lets you top up without leaving checkout.
Saved Payment Methods	If you have saved a method before, it appears here. Your primary one shows a Default star badge, and card methods show their expiry. Selecting one lets you pay without leaving the page.
Payment method	The list of available gateways your provider has enabled. Selecting one initiates payment — some open a hosted page, some show card fields on-site, and some (bank transfer) show transfer details to complete manually.
Save this payment method	A checkbox shown only for gateways that support it. Tick it to store the method for future purchases.
Terms checkbox	If your provider requires it, you must agree to the Terms of Service and Privacy Policy before the payment button activates.

The payment button text reflects your choices — for example Pay $20.00, Pay with your saved method, or Pay Now when credit covers the rest. A short security note (Secure payment processing and Instant activation after payment) sits below the button.

Top up your credit balance

1. Click Top Up on the balance card, or Add Credit in the header.
2. The Add Credit window shows a balance preview: your Current balance, an arrow, and the After balance once the top-up completes.
3. Pick an amount from the preset buttons or type a custom amount (the field shows the allowed minimum and maximum).
4. Choose a payment method.
5. Click the Add button (it shows the amount, e.g. Add $50.00) to confirm. Depending on the gateway you may be redirected to complete payment.

Account credit cannot be used to pay for a credit top-up itself — top-ups must be paid with a payment method directly.

Account credit and how it is applied

Your credit balance is a prepaid amount held in your account. At checkout, turning on Use Credit Balance deducts credit first; if any amount remains, you complete it with another method. When credit is applied to a document it appears as a Credit Applied line in the totals, so you always have a clear record of what was covered by credit.

Credit History tab

Switch to Credit History (or use the History button on the balance card) to see every credit movement on your account. Each row shows the transaction type, a description, the date, the amount (additions in green with a +, deductions in red), and your Balance After that entry. Transaction types are:

Deposit

Funds you added (a top-up).

Deduction

Credit used toward an invoice or charge.

Refund

An amount returned to your balance.

Adjustment

A manual correction applied to your balance.

If you use hourly-billed services, repeated small charges within a month are grouped into a single row. Click View N hours on that row to open a breakdown of every individual hourly charge with its date, amount, and running balance.

Download, print, or share a document

Open any invoice or proforma to reach these actions:

• Download PDF — saves a PDF that includes the From/Bill To addresses, line items, subtotal, tax, and total.
• Print — prints the same styled PDF rather than the on-screen layout.
• Share — available on unpaid invoices that allow sharing. Click Share, then Generate Share Link, to create a link that lets someone view and pay the invoice without logging in. Use Copy Link to copy it, or Revoke Link to disable it at any time.

On a guest (shared) checkout, only payment gateways are available — account credit cannot be used to pay a shared invoice. A shared link stays active until you revoke it.

Tips and gotchas

• Tell invoices and proformas apart by the icon and prefix: a blue file with INV- is a final invoice; a purple receipt with PRO- is a proforma awaiting payment.
• If a payment shows as Pending after you completed it (common with bank transfers), do not pay again — the status updates once the payment is confirmed.
• To change which saved method is your default, or to remove a saved method, go to your profile settings rather than the checkout page.

Related

Placing an Order, Managing Your Services, Client Portal Overview.