The client billing page
One private page per client: everything they owe, their plans, a statement and their saved card.
Each client has a billing page reached from a link in their emails. It needs no sign-in, so the link is the key: it lasts seven days, and an expired link offers Send me a new link, which emails a fresh one to an address already saved for that client.
What your client can do there
- See open and past invoices and pay them, one by one or all at once with a saved card.
- Save or change a card, and turn automatic payment on or off for a plan that allows it.
- Download a statement (a spreadsheet or a printable page).
- Update their billing details, turn reminder emails off, or end a plan where you allow it.
Everything the client does there is written to their record's history in Navalo.
Note
This applies where client billing is switched on for your workspace. Where it is off, invoices work as they did before.
Still stuck? Open a support ticket and we'll help you out - tracked right inside Navalo.