This article will outline how to use the Invoice Portal to help manage your Phorest Finances.
To get to your invoice portal you can follow the guide here.
Downloading your Invoices:
Click on the blue invoice link under the Invoice Number column to view and download your invoice:
Look at the column under Installments, to view the instalment information, click on this amount to see a payment breakdown.
Download a Statement of Account:
Click on the download statement button next to your salon name, this will download a detailed report of your Finances with Phorest. It shows you invoices raised vs invoices paid / unpaid and will show you if your account is in arrears.
Change Your Payment Information:
Here you can update the payment details used for your Phorest subscription fee.