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Client Hub: How Customers Manage Invoices and Payments in Client Hub

A guide to self-serve billing and payments for your clients.

Updated over 3 weeks ago

Managing Invoices & Payments The Invoices tab allows customers to self-serve their billing.

  • Pay Online: They can view open invoices and pay balances securely.

  • Bulk Actions: Customers can select multiple invoices to download them in bulk for their own records.

  • History: They can view past paid invoices to track their expenses.


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