How End Users View Invoices, Estimates, and Payments in iTech System

What users can usually do

Inside the portal, end users can often review invoices, estimates, due dates, payment status, and related documents. Some businesses also allow online payment directly from the record.

How to use the billing area

1. Open the billing, invoices, or estimates section.
2. Select the document you want to review.
3. Check the amount, due date, items, taxes, and status.
4. Use the available payment option if the business has enabled online payment.
5. Download or print the document if you need a copy for your records.

Best practice for end users

• Review due dates early to avoid late payment issues.
• Compare estimates and invoices carefully if both are available.
• Use the support or communication area if something on the document looks incorrect.