Downloading Invoices in the Customer Self-Service Portal

Downloading invoices in the Customer Self-Service Portal

Your customers can download their invoices from the Customer Self-Service Portal thus eliminating the need for them to get in touch with your customer support. 

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To enable your customers to download their invoices make sure that you have the right setting enabled. 

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Go to Settings > Customer login > FEATURES > Make sure that the Hide invoice download switch is disabled. 

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When enabled the icon to download the invoices is not available in the Self-Service Portal. 

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Educate your customers on how they can download invoices from their Self-Service Portal by writing an article on including a FAQ section on your website. 

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Here’s how the process looks for your customers:

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• Your customer logs in to their Self-Service Portal
• On the homescreen they can navigate to Your Invoices and click on the download icon to download the invoices.

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Note: Only invoices that have been settled can be downloaded. Upcoming invoices are not displayed in the Customer Self-Service Portal. 

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