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Invoices & Payments

Creating invoices, sending them, and confirming payment without leaving the app.

Getting started

Start with these steps

Create an invoice from the project or billing section.

Add the correct payment details first.

Send the invoice to the client once it is ready.

Use receipt confirmation to track payment status.

Keep billing access restricted to owner and admin roles.

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Add your payment method before sending invoices.

Clients need clear payment instructions.

You can manage payment methods from Settings.

Check the details before sending the first invoice.

Open the project and go to Invoices.

Create the invoice with the correct amount and description.

Review the client email before sending.

Send the invoice when the details are final.

Clients can upload a receipt from the portal.

You can review the receipt inside Portlora.

Mark payment as confirmed when it checks out.

Keep invoice actions limited to owners and admins.