Invoice Access

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, dates, and amounts. Click any invoice to see full line-item detail, credits, tax, and totals. The detail view matches the synced Xero record so clients can reconcile against their own records without requesting a breakdown from your finance team.

Invoice status syncs from Xero, including cash payments and credits applied. The portal leads with the amount currently due, overdue invoices, upcoming due dates, and the last payment. It avoids presenting gross billings or pass-through media spend as though it were agency income.

Clients can switch between the current Australian financial year, the last 90 days, and all time. XeroFlow uses synced Xero account codes and invoice lines to separate agency services from media and external suppliers, GST, and adjustments, with channels such as Google, Meta, Carsales, displays, printing, and SMS shown separately. If allocation data is incomplete, the portal says so and leaves the difference unclassified instead of inventing a split.