Publishing Invoices to the Customer Portal

Before Invoices can be published to the Customer Portal, the Customer Portal must be enabled in your backend settings. Once enabled, invoices can be published automatically during creation or manually (individually or in bulk).

This article walks through how to manually publish Invoices to the Customer Portal.

Invoices can be published:

• During creation
• When editing an existing invoice (via the invoice detail screen)
• From the Invoices tab (bulk publish)

⚠️ Important

• If the Customer Portal is not enabled, you will not see any publishing options — 🔗 How to Enable the Customer Portal
• If Automatic Publish is enabled for Invoices, you will not see manual publishing options for this document type — 🔗 Overview: Publishing to the Customer Portal

🧾 How to Publish During Invoice Creation

1. Create a New Invoice.
2. On the first screen, toggle Publish to Customer Portal.

3. Continue completing the invoice as usual.
4. Click Save or Save & Send.
   • Once the invoice is sent, it will publish to the Customer Portal.

✏️ How to Publish an Existing Invoice

You can publish an existing invoice from the Edit Invoice screen.

1. Locate the invoice to edit it:
   • From the Invoices tab, click the ellipsis (...) under the Actions column of the invoice and select the Edit option from the dropdown. 

• OR from the Invoice Detail Screen, select Edit in the upper-right corner. 

2. Click the Publish to Customer Portal toggle.
3. Click Save. 
   • Once sent, the invoice publishes to the portal.

📦 How to Bulk Publish Invoices

You can publish multiple Invoices at once from a Building's Invoices tab or the Invoices tab on the navigation menu. 

1. Go to the Invoices tab.
2. Apply any filters you need (date, status, account, etc.).
3. Select the invoices using the checkboxes to the left of each invoice number.
4. Click Publish to Customer Portal.
5. Confirm your selection. 

Once confirmed, all selected Invoices will publish to the Customer Portal.