Alpha Invoices
Viewing invoices and payment status through the client portal
Portal Invoices
Clients can view all invoices issued to them and check payment status through the portal. This provides transparency without requiring phone calls or emails.
Invoice List
The invoices page displays all invoices associated with the client:
| Column | Description |
|---|---|
| Invoice # | Unique invoice number |
| Date | Invoice issue date |
| Due Date | Payment deadline (highlighted when overdue) |
| Status | Payment status (e.g. Sent, Paid) |
| Total | Total invoice amount |
| Paid | Amount paid so far |
Click on any invoice to view its full details.
Invoice Detail
The detail view shows the complete invoice including:
- Line items — description, quantity, unit price, tax rate, and line totals
- Subtotal, tax, and total — financial breakdown
- Due date — marked as overdue when the date has passed
- Payment status — amount paid and remaining balance
Payment Status
Invoices carry one of the following statuses:
| Status | Description |
|---|---|
| Draft | Invoice has been created but not yet issued |
| Scheduled | Invoice is scheduled to be sent |
| Sent | Invoice has been issued but not yet (fully) paid |
| Paid | Payment has been received and recorded |
| Cancelled | Invoice has been cancelled |
There is no separate stored "overdue" status — the portal marks an unpaid invoice as Overdue automatically when its due date has passed.