Invoicing and contracts for clients

Outcome

You open Invoicing and Contracts as a client contact, read only your organisation's lists, and know that generating invoices belongs with the planner or agency finance (Approving work and invoicing).

Who it's for

Client with invoicing / contracts access

Prerequisites

• Client role with permission to view invoices and/or contracts
• Staging invoices or contracts help: empty lists still teach the screen

Steps

1. From the Client sidebar open Invoicing: page title Invoicing Management. When your account is linked to a single client, the client filter locks to that organization and the dropdown may be hidden. Review status, amounts, and documents you are allowed to see. Empty staging is fine for learning layout.
2. Here you review invoices. Generating from approved work, bulk send, and UBL or PDF belong with the planner or the agency finance team. See Approving work and invoicing for that path.
3. From the Client sidebar (or View Contracts on the dashboard) open Contracts. Search and scan status (active / expired / draft), dates, type, and value as shown. Open View on a row when you need detail: see Client contracts for how the agency creates and edits agreements under Business → Clients.
4. If you lack view permission, Contracts may redirect you back to the Client Dashboard: ask your account manager. You do not need admin rights here. Settings and Terms in the client menu are covered elsewhere (settings or legal pages).
5. Next: Approving work and invoicing (agency side). This finishes the Client portal cluster.