How can I download invoices from the Customer Portal?

  • Updated on Apr 9, 2026
  • Published on Apr 2, 2026
  • 1 minute(s) read
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Problem

I'm having issues downloading invoices from the customer portal.

Solution

Allow customers to download invoices from the customer portal.

Download invoices from Customer Portal

  1. Enable Customer Portal by going to Settings >Communications > Customer Portal. For more, see Customer Portal overview.

  2. After enabling Customer Portal, scroll down to the Allow customer portal user to view and download invoices for jobs associated with the following business units section and select the business units associated with your jobs. 

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