Viewing and Paying Invoices

Okay, in this video, we're going to take a look at how to view and pay invoices here. From your dashboard, you'll see the outstanding balance section. If you have any invoices that are due or overdue, you'll see those listed here. This will be the cumulative total of all invoices that you have open at any given time. To view and pay invoices, you can either click on the View and pay invoices link directly below the outstanding balance, or you can go to the financials section. Both of these links will take you to the same place. Here you'll see a list of all of your invoices, both past and present. You can see by the status what each of those status currently is. If it's overdue, it will change from sent to overdue again. You have your outstanding balance here and your payment method, which we'll come back to in just a minute. To pay an invoice, simply click on the invoice it's not paid. Then navigate to the Pay now button and click there. And here you'll have the ability to put in a credit card and pay via credit card, or you can pay via your US bank account. This is all handled by Stripe. We never see any of your credit card information and it's all secured via Stripe. Let's put in a test credit card number here. And let's pay this invoice. And now you can see the invoice is paid and the current balance is zero. If we go back to your dashboard, the balance is zero. Now let's go back to the financials section and this payment method add card section. This will give you the ability to save a credit card on file. Again, we have no access to your card. We will not see that information. It's held securely by Stripe. But the portal will gather that card when a new invoice is issued. And if you have saved a card here on file, then it will automatically pay your invoices without you having to intervene and manually enter a credit card. This means that at the moment a new invoice is issued, the system will go ahead and see that you have a card on file and will automatically deduct that payment on your behalf. So if you'd like to add a card on file, simply add card and add your credit card number and save. And now you'll see you have a payment method saved on file, which means that when the next invoice is issued, the system will automatically pay that invoice and charge the card you have on file. If you ever need to edit the card, you can choose the edit and add in the new information. Or if you want to remove that card so that you are manually entering payment each month, you can do that by choosing the remove card option. And that's how you view and pay invoices on the portal.