Invoices
The Invoices section gives portal clients a view of all invoices issued by their MSP. Invoices are synced from The One Books billing engine.
Viewing Invoices
Navigate to Invoices in the left sidebar to see all invoices for your company.
For each invoice you see:
- Invoice number
- Issued date
- Due date (if set)
- Total amount (formatted as currency, e.g., $1,250.00)
- Status badge
Invoice Statuses
| Status | Meaning |
|---|---|
draft | Invoice created but not yet sent to you |
sent | Invoice has been issued and is awaiting payment |
paid | Payment has been received and confirmed |
overdue | Past the due date without payment |
void | Invoice has been cancelled |
Line Items
The full invoice detail (line items, descriptions, quantities, unit prices) is stored on each invoice record. Contact your MSP or check any emailed invoice PDF for full line-item breakdown.
Currency
Invoices are displayed in the currency recorded by the MSP (typically USD). The amount is formatted using Intl.NumberFormat for your locale.
Questions About an Invoice
The portal provides a read-only view of invoices. For the following actions, contact your MSP directly:
- Disputing a charge — Email or call your MSP account manager
- Requesting a payment extension — Contact your MSP
- Downloading an invoice PDF — Your MSP can send the PDF, or it may be available in the Documents section if they upload it
Payment processing and PDF download directly from the portal are on the product roadmap. Currently, invoices are view-only.
Invoice Sync
Invoices are pulled from The One Books via the background sync timer that runs every 6 hours. If you expect an invoice to appear and it does not, check back after the next sync cycle or ask your MSP to verify the sync.