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Invoices

View your invoices and pay them online by credit card through the Client Portal.

Overview

The portal Invoices area lets you:

  • See every invoice your MSP has issued to your company.
  • Search and filter invoices by status.
  • Open an invoice to view its line items, totals, and balance due.
  • Pay an outstanding invoice securely by credit card via Stripe Checkout.

Access to invoices depends on your contact type. Only Primary and Billing contacts can see invoices. For Technical, Emergency, and Other contacts, the Invoices item is hidden from the portal navigation.

Select Invoices from the portal navigation. The page is titled Invoices with the subtitle View and pay your invoices.

Invoice list

The list shows your invoices, newest first, in a table with these columns:

ColumnDescription
Invoice #The invoice number (a link to the invoice).
StatusThe current invoice status, shown as a colored badge.
AmountThe invoice total.
Due DateThe payment due date (or - if none).
PaidThe date the invoice was paid (or - if unpaid).
ActionsA View link that opens the invoice.

Search and filter

  • Search — type in the Search invoices... box to filter the list.
  • Status — use the status dropdown to narrow the list. Options are All Statuses, Draft, Sent, Paid, Overdue, and Cancelled.

If no invoices match, the page shows No invoices found.

Invoice statuses

The status badge displays the invoice's current state:

StatusMeaning
DRAFTNot yet finalized; typically not visible in the portal.
PUBLISHEDPublished and visible in the portal, but not yet emailed to you.
SENTIssued and awaiting payment.
VIEWEDIssued and opened (set the first time you open it).
PARTIALPartially paid; a balance remains.
OVERDUEPast its due date and still unpaid.
PAIDFully paid.
CANCELLEDCancelled by your MSP.
VOIDVoided by your MSP.

Viewing an invoice

Click an invoice number or its View link to open the detail page, titled Invoice #<number> with the creation date below it. The current status badge appears in the header.

Summary cards

Four cards summarize the invoice:

CardDescription
Total AmountThe full invoice total.
Amount PaidHow much has been paid so far.
Balance DueThe remaining amount owed (total minus amount paid).
Due DateThe payment due date.

Line items

Each billed item is listed in a table:

ColumnDescription
ProductThe product name, if the line is tied to a product (otherwise -).
DescriptionThe line description.
QtyQuantity.
Unit PricePrice per unit.
AmountLine total.

Below the items, a footer shows the Subtotal, Tax (only when tax applies), and the Total. If your MSP added notes to the invoice, they appear in a Notes section at the bottom.

Paying an invoice

When an invoice still has a balance and is eligible for payment, a Ready to pay? panel appears with the message Pay securely with credit card via Stripe and a Pay $X.XX button showing your balance due.

The Ready to pay? panel appears when the invoice status is SENT, OVERDUE, or PARTIAL and there is a remaining balance. Paid, cancelled, and voided invoices cannot be paid.

  1. Open the invoice.
  2. Click Pay $X.XX. The button shows Processing... while the secure payment session is created.
  3. You are redirected to Stripe Checkout, hosted by Stripe.
  4. Enter your card details on the Stripe page and complete the payment.
  5. You are returned to the invoice in the portal.

When you return after a successful payment, the portal confirms the charge directly with Stripe and shows Payment successful! Thank you for your payment. (the confirmation may include a payment ID). The invoice refreshes to reflect the updated status and balance.

If you cancel on the Stripe page, you return to the invoice with the message Payment was cancelled. You can try again when ready. and no charge is made.

note

Online payment requires your MSP to have configured Stripe. If it is not set up, the payment attempt returns Online payments are not configured for this organization. Depending on your MSP's Stripe settings, a separate Payment Processing Fee line may be added at checkout to cover card-processing costs.

If a payment doesn't go through

  • Confirm your card number, expiration date, and security code on the Stripe page.
  • Check that your card has sufficient available credit.
  • Try again from the invoice using the Pay button.
  • If the problem persists, contact your bank or your MSP.

Tips

  • Card details are entered on Stripe's secure checkout page, not in the Ascent portal — your MSP never sees your full card number.
  • If you only see some of your company's invoices, your contact type may limit your access; ask your MSP's primary or billing contact, or your MSP, for help.
  • Amounts and dates are shown in US dollars and your local date format.