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Total Unpaid

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Past 30 Days

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Past 60 Days

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Past 90 Days

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Collected This Week

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Late Fees Accrued

Find Customer

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Open Balance

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Invoices

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Late Fees

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Terms

Onboarding Checklist 0/5

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Step 1 — Sync Invoices

Not synced yet

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Step 2 — Verify Data & Settings

Review invoice data and billing email

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Step 3 — Portal Preview

Preview what the customer will see

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Step 4 — Send Welcome Email

Complete steps 1-3 first

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Step 5 — Activate Automation

Send welcome email first

Fetching invoices...

Open Invoices

Invoice

Date

Due Date

PO #

Amount Due

Status

Select invoices to send a statement

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Parent/Child Accounts

Parent Account

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Automation Dashboard

Click "Load Dashboard" to view automation status.

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Catch-Up Emails (Existing Invoices)

Click "Preview" to see what catch-up emails would be sent for existing invoices.

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Recent Statements

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Onboarding Queue

New account setup

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Portal Activity

Customer usage

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Parent/Child Accounts

Grouped billing

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Automation Dashboard

Past-due tracking

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Statement Log

Recent email history

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Catch-Up Emails

Backfill existing invoices

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