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A portal contact can read every invoice you issued to their client company. They see the number, the dates, the lines, the totals and the status. They cannot pay it, download it, comment on it, or see where any line came from.

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Where invoices live in the portal

Invoices is one of the two nav items in the portal. The page heading is Your invoices, above the eyebrow Billing.

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The invoice list

The list is a table with exactly four columns: Invoices are listed newest first. There is no search box, no filter, no sort control, no date-range picker and no pagination. There is no client column, no due-date column, no balance column and no actions column. When there is nothing to show, the client sees No invoices yet with the text Invoices will appear here when your group issues them.

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Invoice statuses a client can see

Draft invoices are not hidden from the portal. If you create a draft for a client, their contact can see it. Create the invoice when you are ready for them to see it.

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The invoice page

Clicking a row opens the invoice. At the top is a back link, All invoices. Then one card containing:
1

The header

The invoice number in large monospace, with Issued and Due dates beneath it, and the status badge on the right.
2

A From block

Your sender details, exactly as they were saved on the invoice. This only renders if you set them. There is no “Bill to” block.
3

The line items

A table with four columns – Description, Qty, Unit and Amount.
4

The totals

Four rows, right-aligned, in order – Subtotal, Discount, Tax, then a separator and a bold Total.
5

A download button

Download invoice, with the helper text PDF download is coming soon – this is a live, shareable view of your invoice.
Discount and Tax always show, even when they are zero.
The Download invoice button is present but not yet active. The portal invoice page is a live view – it always reflects the current state of the invoice, so a client does not need a file to check it.

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What a client cannot see or do on an invoice

If you need a client to query an invoice, ask them to comment on a project deliverable, or reply to your email.

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Currency

The invoice shows the currency it was issued in. Amounts are formatted for the reader’s own locale, so a client in Germany may see a different thousands separator than you do – but the number and the currency are identical. Money is never recalculated in the client’s browser. What they see is what you issued.

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Example

Daniel Okafor at Northwind Studio issues invoice INV-0042 to Bluebird Coffee for the Website Redesign, in USD. Ruth Castillo signs in and opens Invoices. She sees one row: She clicks it and sees Northwind Studio’s sender details, three lines, and the totals block. One line reads “Design – 30 – 100.00–100.00 – 3,000.00”. She cannot tell that those 30 hours came from Sarah Lin’s tracked time. She cannot see Sarah’s 45costrate,andshecannotseethatthelinecarries45 cost rate, and she cannot see that the line carries 1,650 of margin.

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Permissions

A portal contact holds no capabilities. Their reach comes from their client company, not a permission.

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What happens when the Invoices app is off

The portal degrades quietly rather than breaking. The Invoices page shows No invoices yet, and a client who has an old invoice link cannot open it. The rest of the portal keeps working normally.

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Common questions

No. The portal invoice view is read-only. There is no payment button and no checkout step.
Not yet. The button is there with the note PDF download is coming soon – this is a live, shareable view of your invoice.
Every invoice for any client that owns a project shared with them. They never see another company’s invoices.
Invoices carry a Viewed status in the normal invoice lifecycle. See invoice statuses for how that status is set.
Not per invoice. Reach is derived from the client company. Void an invoice you issued by mistake rather than trying to hide it.

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Troubleshooting

What clients can see

Field by field, what reaches a client.

Invoice statuses

What each status means and how they move.

Send an invoice

Issue an invoice to a client.

Record a payment

Mark an invoice paid.

Client portal overview

How the portal is set up.

Portal permissions

Who controls portal access.