Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Invoices, Payments and Balance
How clients pay invoices, save cards and keep a balance with you.
Your clients see and pay their invoices, save cards and keep a balance with you, all from the portal.
Overview
This guide covers Invoices, the payment page, Payment Methods, Balance and Deposits.
Who Can Access
Invoices
- Tabs: All, Paid, Unpaid, Due, Pending, Canceled and Refund.
- Columns: No., Invoice, Service, Amount, Status, Issue Date, Due Date, Paid Date and Refund Date.
- Actions: View, Pay Now and Download PDF.
- Pay Now shows only on Unpaid, Due and Pending invoices, and only when Allow clients to pay is on.
Pay an Invoice
Click Pay Now
The client clicks Pay Now on the invoice. The Pay Invoice page opens.
Check the details
Their email, billing address and company are filled in from their profile.
Pick a method
They choose Account Balance or one of the gateways you connected, such as Stripe with saved cards, PayPal or bank transfer. Only gateways that work with the invoice currency are shown.
Pay
They confirm the payment. For bank transfer they enter the transaction ID of their transfer.
With Allow clients to pay off, clients see: “Online payment is turned off for this workspace. Please contact your agency to settle this invoice.”
Payment Methods
- Clients save Stripe cards here. They see the card, holder, expiry and status.
- They can set a card as Default or remove it.
- A saved card is not charged on its own. Clients pay each invoice themselves.
Balance
- Current Balance, this month’s Added and Used, and deposits used this month.
- Add Balance makes a deposit invoice. The money is added once that invoice is paid.
- Each deposit is 10 to 1,000. Up to 5 deposits a month, and the balance can hold up to 5,000.
- Only one deposit can wait for payment at a time. It stays open for 7 days, and the client can pay or cancel it.
- Deposits are non-refundable. The balance can pay for orders and invoices, not for other deposits.
Deposits
Deposits lists every deposit with its Invoice No., date issued, amount, type (Deposit or Refund) and status.