Now that clients can make payments via the client portal, billers can mark an invoice as or payable or unpayable. By default an invoice is not automatically shared with the client.

To mark a single invoice as payable

  • Navigate to Billing , then invoices.
  • Find the invoice you want to mark as payable and click the slider under the column marked as Client: Payable.

To mark multiple invoices as payable

  • Navigate to Billing , then invoices.
  • Find the invoices you want to mark as payable and click on the checkbox  next to each one.
  • Near the top of the screen a menu will appear. Select Yes next to Client:

To mark an invoice as not payable, please repeat the steps above and select “No” under the Client: Payable field.