Your customer portal brings together the documents a business has shared with you.

1. Accept the invitation

Open the invitation from the business and follow its sign-in or account-creation steps. Use the email address that received it.

2. Choose the business

After sign-in, check the business selector. Open Dashboard to see invoices and other items needing attention.

The customer dashboard shows invoices to pay and documents waiting for a response.
The customer dashboard shows invoices to pay and documents waiting for a response.

3. Open the invoice

Choose View and Pay from the dashboard, or open Invoices and select the invoice number. Check its balance and status.

4. Find your receipt

Open the paid invoice and use its available receipt or download action. If a document is absent, ask the business to check the customer and portal access it belongs to.