Send Invoices and Publish to Client Portal

After review, use the system to email invoices directly to clients and publish them for portal access.

Steps

1. Email invoices to clients

   • In Account → Client Portal Access add a new member. Invoices are emailed to the clients in the Client Portal Access list.
   • In Client Invoicing → Invoices, select one or more completed invoices.
   • Click Email Invoices to Client → Apply.
   • The client receives an email with PDF and Excel attachments of both invoice and corresponding time allocation report.
   • The system logs the send date and recipient list.

2. Display invoices and corresponding reports on the client portal

   • After emailing, tick Display on Client Portal → Apply.
   • Files become available for the client’s authorised users.

3. Confirm delivery

   • Check that each invoice line shows Emailed and Available in Portal.

Notes

• Files remain stored in the client’s record for audit.
• If you resend, the portal will display only the latest version.
• Double-check that all accounts for the period have been emailed before closing the cycle.