Permission-gated invoice viewing so clients can check billing without sending emails. Self-service financial transparency for your client relationships.
Invoice viewing requires the canViewInvoices permission, which is set when inviting client users. Not all client contacts need to see financial information — your day-to-day marketing contact might only need project access, while the finance contact needs invoice access. Permissions are granular so you control exactly who sees billing data for each client account.
Clients see a list of all their invoices with status (draft, sent, paid, overdue), dates, and amounts. Click any invoice to see full line-item detail — service descriptions, quantities, rates, tax, and totals. The detail view matches what appears in Xero, so clients can reconcile against their own records without requesting copies from your finance team.
Invoice status syncs from Xero in real time. When a client pays an invoice, the status updates automatically. Clients can see their outstanding balance, overdue amounts, and payment history. This self-service access eliminates the back-and-forth emails about "has our payment been received?" and "which invoices are still outstanding?" that consume your accounts receivable team's time.
Clients can download PDF copies of any invoice directly from the portal. PDFs are generated from the Xero invoice data and formatted with your agency branding. For clients who need to submit invoices to their own internal finance systems, the download feature provides exactly what they need without requiring them to contact your team for a copy.