Purpose
What this capability is for
Let customers see their recorded payments and current balance in the portal.
Availability
Available
Available
Available in the app. Your plan, role and any required account setup determine what you can use.
Your plan, role and account setup determine which controls you can use. Ask the Owner if a feature is missing.
Workflow position
Invoice work and track payments.
Keep invoices, payments, expenses and job costs linked to the work.
Intended outcome: See what is owing and which costs are recorded.