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Invoice & Billing Portal
Statements, payments, and dispute notes in a finance-ready client login.
What you'll learn
- The billing home is an aging summary, not a chart gallery.
- List documents the way statements do.
- Show last payment, method, and a retry path.
- A short form: invoice number, amount, reason.
- A group with three companies must not mix ledgers.
Course content
5 lessons
- 1. Show what they owe today
- 2. Invoices and credit notes together
- 3. Payments and failed cards
- 4. Disputes without a war room
- 5. Who may see which entity
Description
Finance still sends PDFs. Clients still ask “what do I owe?” A billing portal closes that loop.
You will map invoices, credit notes, payment history, and a simple dispute workflow that accounting will actually use.
The course stays practical: aging, reminders, and who is allowed to see which entity’s numbers.
You will map invoices, credit notes, payment history, and a simple dispute workflow that accounting will actually use.
The course stays practical: aging, reminders, and who is allowed to see which entity’s numbers.