This tab provides an overview of client´s invoices, payments, and the Total balance.

To display this tab, enable it in ci_display_invoices_tab in Settings System Settings Client Portal.

The client may select which year´s data to display by selecting the requested year in the upper right corner.

Total client´s balance

• This item is displayed only if ci_display_balance is set to 1 in Settings System Settings Client Portal.
• The green amount means Overpayment, the red one is Debt.

Payment Details for Year

• This item is displayed only if ci_display_payment_details_tab is set to 1 in Settings System Settings Client Portal.
• Basic overview of payments per year. Status of each invoice is displayed for each service.
• The available statuses are:

  Not invoiced

  Paid

  Paid after due date

  Unpaid in due date

  Unpaid after due date

  Proforma invoice

Invoices Issued for:

• Issued invoices with the following details: invoicing period, variable/specific symbols, issued date, due date, amount incl VAT, paid, balance, payment status, and counted overpayment.
• There is an option to export to PDF and pay unpaid invoices by PayPal here.
• Define how many months will be displayed here in ci_display_invoices_for_the_last_x_months in Settings System Settings Client Portal.

Client Cash Payments

• This item is displayed only if ci_display_cash_payments is set to 1 in Settings System Settings Client Portal.
• A list of cash payments made by client at your company´s till.
• There is an option to export them to PDF, or print.