My Billing Dashboard
What is the Billing Dashboard?
The Billing Dashboard is an interface where your Client can go to see everything related to their billing, all in one place.
Your Client can view their current Subscriptions, modify their stored payment information, see a total of open Invoices, and more. They can pay pay Invoices, approve Estimates and Proposals, or manage their subscriptions from here.
You can enable or disable the Billing Dashboard in your Billing Settings.
CLICK HERE to Billing Settings
TIP: Only the Client Role can access the Billing Dashboard, as this is the only Contact Role with billing-related permissions.
How do I view the Billing Dashboard?
Since the Billing Dashboard can only be viewed by Clients, you'll need to Impersonate a Client, or log in as a test Client.
CLICK HERE to learn about Impersonating
Navigate to Billing > Invoices.
Click My Billing in the top navigation menu.
Welcome
As a personalized touch, the Billing Dashboard will display your Client's avatar, name, Company (if applicable), and list any Subscription Plans they are currently on.
Payment Methods
Your Client will be able to store their payment information, or delete payment information that is on file.
TIP: Payment information that is associated with an active Subscription cannot be deleted.
CLICK HERE to learn about Stored Payment Information
Open Billing Items
The Dashboard will display any open Invoices, Estimates or Proposals assigned to the Client. Clicking the View button will direct the Client to the respective area in the platform.
CLICK HERE to learn about Estimates
CLICK HERE to learn about Proposals
CLICK HERE to learn about Invoices
Current Subscriptions
Any Subscriptions your Client is actively on will be shown in the Dashboard with an option to manage it.
CLICK HERE to learn about Subscription Plans
Clicking on the Manage Subscription button will open a modal, in which the payment method can be updated
TIP: Items will only appear on the Billing Dashboard if they have at least one. So if your business model does not send Proposals, for example, your Client will not see the Proposals section.