Articles on: Customer communication

Let customers pay outstanding invoices

The invoice portal is a separate Invoices page in a customer's account. They can search their orders, download one invoice or several, email one to themselves, and pay anything unpaid. Turn it on under Features → Invoices.

What this does

Business customers do not want one invoice. They want last quarter's, all at once, and a way to settle what is outstanding.

Chasing that by email is slow for both of you.

Turn it on

Go to Features → Invoices.
Turn on Show the invoice portal in customer accounts.
Turn on the actions you want to allow:

Allow bulk downloads — Pick several orders and get one combined PDF, or a ZIP of separate invoices
Let customers email an invoice to themselves — Send one to their own address from the portal
Allow invoice payments — Pay unpaid orders from the portal
Show the portal to retail customers — Open it to customers who are not part of a company
Show B2B orders by company location — Business customers see every order from their location, not just their own

Save.
Add the Invoices app block. It is a page in the customer's account, not a block on the order page.

What your customers see

An Invoices page listing their orders, with search by order name, a date filter, and sorting by date or amount. Each row shows payment and fulfilment status.

They can download one invoice, tick several and use Bulk Download, or use Pay selected to settle more than one order at once.

Retail customers see nothing by default

Show the portal to retail customers is the setting people miss.

Without it, only customers attached to a company see the portal. If you sell mainly direct to consumers, turn it on or almost nobody will find the page.

Good to know

It needs new customer accounts. The portal is a page inside a customer's account, so it does not exist on classic accounts. See Account Editor needs new customer accounts.

B2B customers can see their colleagues' orders. With Show B2B orders by company location, a customer sees every order placed by their location. That is usually what a finance team wants, and occasionally not what a buyer expects.

Bulk download has a limit. Customers can download up to 50 invoices at once.

Pay selected settles several orders together. Useful for a business paying a month's worth in one go.

Troubleshooting

The Invoices page is missing — Why: The portal is off, or its app block is missing — Fix: Check both
Only business customers can see it — Why: Show the portal to retail customers is off — Fix: Turn it on
The page does not exist at all — Why: Your store is on classic customer accounts — Fix: The portal needs new customer accounts
Customers cannot pay — Why: Allow invoice payments is off — Fix: Turn it on
Bulk download does nothing — Why: It is off, or more than 50 were selected — Fix: Turn it on; reduce the selection
A customer sees orders they did not place — Why: B2B by company location is on — Fix: Expected — turn it off if unwanted

FAQ

What is the invoice portal?

A separate Invoices page in a customer's account, where they can find orders, download invoices, and pay what is outstanding.

Do retail customers see it?

Only if you turn on Show the portal to retail customers. By default it is limited to company accounts.

How many invoices can be downloaded at once?

Up to 50, as one combined PDF or a ZIP of separate files.

Can customers pay several orders together?

Yes, with Pay selected.

Why can a customer see another person's orders?

Show B2B orders by company location lets everyone at a company location see its orders. Turn it off if that is not what you want.

Updated on: 21/08/2026

Was this article helpful?

Thank you!