Invoices (portal)
Open Portal → Invoices in Thermal →
What it's for
Invoices in the customer portal is what a customer owes and what they have paid. A customer who can see and pay their own invoice pays faster than one who has to ring up and ask for a copy.
Your customers reach it from the portal, at /portal/invoices.
Tabs
The screen has no tabs. It is one list.
Panels and controls
Columns: Invoice, Site, Issued, Due, Balance, Status, and Payment.
- Site is shown per invoice, which matters for a multi-site customer: facilities managers routinely need to know which building a charge belongs to before they can approve it.
- Balance and Status together say whether anything is owed.
- Pay takes the customer to the payment page for that invoice, the same flow as the pay link on an emailed invoice.
- No invoices yet is the empty state.
A payment made here appears in your office immediately: the balance on the invoice record drops and the overdue count on the dashboard moves without anyone keying it in.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Payment | Handled on the payment page | Yes, to pay | Opens the same flow as the emailed pay link |
How to configure it
- Customer portal settings decide whether the invoices section appears.
- Invoicing settings decide payment terms and what the invoice shows.
- Online payment has to be connected for your shop before Pay does anything — see Settings → Integrations.
- Branding settings decide how it looks to the customer.
Who can see it
This screen is part of the customer portal. Your customers reach it with a portal login, and each one sees only their own invoices.
It is not part of the office app. Your staff work from Invoices instead.