Finance Dashboard

The customer portal provides an intuitive interface to manage payment profiles and account history. To view you payment and billing history, simply select the money icon from the left menu to access your finance dashboard. From there, you have all the tools to manage your account finances, including:

Note: You must have "Admin" or "Billing" permissions to view this section of the portal. If you are the primary contact for your account, please contact our staff to enable "Admin" permissions.

Article ID: 146
Last updated: 31 Jan, 2020
Revision: 3
Online Training -> Client Portal -> Finance Tab -> Finance Dashboard