Invoices / Receipts in the Customer Portal
The Customer Portal is designed to give your subscribers that pay a recurring charge the ability to access/manage their billing and subscriptions. The Spiffy Customer Portal can give your customers access to ALL of their past invoices, for subscriptions, payment plans, and single pay orders.
When you give your customers access to the 'Customer Portal', they will be able to easily log in and view all of their past invoices.
In this example, we have set up a customer with multiple orders (Subscription, Payment Plan, and Single Pay) to show you how this will look when your customer logs into their customer portal.
(Main Customer Portal View)
(Viewing a Subscription Invoice from the Customer Portal)
When your customer logs into the customer portal to view a subscription invoice, they will be able to click on a subscriptions in the 'Your Subscriptions section, and then select any past invoice!
(Viewing Payment Plan Invoices from the Customer Portal)
Your customer will be able to view past invoices from any payment plans by clicking on the payment plan, and then clicking on 'View Recepit' on any past payments!
(Viewing Order Invoices from the Customer Portal)
Your customer will be able to view invoices for payments on ALL orders in the 'Your Orders' section of the Customer Portal. This is not limited to recurring payment orders, and will include single pay orders, as well!
When viewing an invoice, your customer can save them as a PDF using the 'Print' function.
Got a question? Send us an email over at firstname.lastname@example.org