How to View and Download Statements and Invoices: Billing Portal Overview
Client Portal allows you to keep track of all the transactions that have taken place between CI Web Group and your business. Bid goodbye to lengthy emails and collaborate efficiently like never before.
The first thing you will see upon logging into your client portal would be the dashboard which displays important details such as, outstanding invoices, available credits you can use on your outstanding invoices, estimates, subscriptions, invoices, payments made and statements.
In the estimate area you can view a list of the estimates that have been sent. If you are satisfied with the price, you can take your business forward by clicking on the Accept button.
You will also be able to decline an estimate for a better offer by clicking on Decline in the More drop down that is visible once the estimate is selected.
Subscriptions
You can view the list of subscriptions under Subscriptions and the plan name, subscription creation date, amount and status of the subscriptions will be displayed. Clicking on any of the subscriptions will display detailed information related to that subscriptions.
Incase of an offline subscriptions, you can pay for it in the Invoices section.
You can view a list of invoices in the Invoices tab.
If the invoice is unpaid, you can choose to pay instantly by clicking on Pay Now. You can also filter the list to display a particular type of invoice by clicking on the drop-down above the list.
Contact Details
The Contact Details section will display the details of their merchant. You can email or review yourself by clicking on the Mail and Review respectively, based on the Portal Settings.
The My Company Details option can be used to edit your personal and company details like name, email, contact number, billing and shipping address and card details.
- Click on the edit button next to the card/bank details that has to be updated.
- In the credit/bank details page next, you can update your card/bank details.
Note: You can only update your card/bank details and not add a new card or bank account through client portal.
You can change their client portal password by clicking on Change Password button at the bottom-left.
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