Client Bills: Share a Bill / Invoice
Sharing a bill
Note: You may automatically share your billing documents. See our Automatically sharing bills and superbills article for details on setting that up. You may also exclude billing document PDFs in the email and only share them through the client portal. You may adjust this from your Billing Settings > Billing tab in the Bill Settings section.
Once the bill is created, you can open the bill and click "..." in the upper right corner, then select Share... or you can click Share at the top of the page.
Once it's shared, you'll see a Shared indicator.
If you have automated sharing of bills enabled and the bill hasn't been shared yet, you'll see a clock icon next to the Shared indicator. You may hover over to see when the bill is scheduled to be shared.
Once a bill is shared and you have Online Payments enabled, an email is sent to the client with a link to pay the bill. Your client may also login to the portal to view and pay bills.
FAQ
My client logged into their client portal and can't see their balance. Why?
Bills must be shared in order to show up in the client's portal. If a bill is not shared, the client will not be able to see it or pay it through the client portal.