What is the easiest way to send a customer all their invoices from their account without doing it one job at a time?

Problem

You need to send many invoices to a customer. Doing it one by one takes too much time.

Solution

Your customer can easily access all their invoices without you sending each one individually.

Check if you have the customer portal set up

1. Go to the navigation bar and click Settings > Communications > Customer Portal.

2. Make sure the Enable Customer Portal toggle is enabled.

If you can't find the Customer Portal option:

1. Go to the navigation bar and click Settings > Your Account > Feature Configurations.

2. Search for the customer portal. For more, see Customer Portal overview.

Inform your customer about the customer portal and how to use it

1. Tell your customer they can view all their invoices there.

2. Explain how to access the portal.

3. Check the Customer Portal FAQ.

4. Learn how to set up Customer Portal.

Confirm with your customer if they can see their invoices

1. Ask if they can distinguish invoices by location.

2. If they have multiple locations, ensure they use the same email.

Select the Include invoices with no balance option

1. Go to the navigation bar and click Accounting.

2. In the side menu, click Invoices.

3. On the Invoices screen that opens, click Filter next to the Actions dropdown.

4. On the Invoice Filters screen that opens, select the Include invoices with no balance option.

5. Click Apply.

This option helps if the customer needs invoices for tax purposes. It shows invoices even if there's no balance due.