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User Guide

Navigate to your Invoices page, read your billing summary, and open or pay individual invoices from inside the portal.

Role: User

Who this guide is for

  • Portal users with the User role
  • Anyone who needs to view or pay invoices

What you’ll learn

  • How to open the Invoices page
  • How to read your billing summary cards
  • How to open or pay an individual invoice

On this page

  1. Navigate to Invoices
  2. Read your invoice summary
  3. Browse and open an invoice
Step 1

Navigate to Invoices

The Invoices module appears in the left sidebar of your portal. Click the Invoices item to open your invoice list at /portal/invoices.

Portal sidebar with Invoices selected as the active navigation item The portal left sidebar shows navigation items including My Info, Invoices (highlighted as active), Documents, Signatures, and Support. A numbered callout points to the Invoices item. app.getventana.com/portal/invoices Ventana My Info Invoices Documents Signatures Support My Invoices Your billing history and outstanding balances. Invoice summary and table loads here 1
1

Click “Invoices” in the left sidebar

The page loads at /portal/invoices and displays your invoice summary and table. If you don’t see this item, the module may not be enabled for your account — contact your admin to request access.

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Tip: If the Invoices item is missing from your sidebar entirely, your admin has not yet enabled the module or granted your account access.
Step 2

Read your invoice summary

At the top of the Invoices page, three stat cards give you an at-a-glance financial overview. The Amount Due card turns red when you have an outstanding balance.

Invoice summary showing three stat cards: Total Billed, Paid, and Amount Due The top of the Invoices page shows three stat cards. Total Billed shows $12,450.00. Paid shows $9,200.00 in green. Amount Due shows $3,250.00 in red with an orange highlight border. Three numbered callouts label each card. app.getventana.com/portal/invoices My Invoices TOTAL BILLED $12,450.00 PAID $9,200.00 AMOUNT DUE $3,250.00 1 2 3
1

Total Billed

The cumulative amount invoiced to your account across all time.

2

Paid

Shown in green — the total of all invoices that have been marked Paid.

3

Amount Due

Shown in red when greater than zero. This is the sum of all unpaid or partially paid invoices. Use the table below to identify which invoices make up this balance.

Step 3

Browse and open an invoice

Below the summary cards, the invoice table lists all your invoices with their status and a direct action button. Overdue invoices show a Pay Now → button; all others show View →. Clicking either opens the invoice in Zoho Books in a new tab.

Invoice table showing three invoices with status badges and action buttons An invoice table with columns for Invoice number, Date, Due Date, Amount, Status, and Action. Three rows are shown: one Overdue with a Pay Now button, one Paid with a View button, and one Partially Paid with a View button. Numbered callouts label the Status column, the Overdue status badge, and the Pay Now button. app.getventana.com/portal/invoices My Invoices Invoice # Date Due Date Amount Status Action INV-2025-042 Jan 15, 2025 Feb 15, 2025 $3,250.00 Overdue Pay Now → INV-2025-039 Dec 10, 2024 Jan 10, 2025 $5,800.00 Paid View → INV-2025-036 Nov 5, 2024 Dec 5, 2024 $3,400.00 Partially Paid View → 1 2 3
1

Read the Status column

Each invoice shows a colored badge: Paid (green), Overdue (red), Partially Paid (yellow), Sent, Draft, or Void.

2

Identify overdue invoices

Invoices with an Overdue status have a remaining balance and display a Pay Now → button. All other invoices show a View → button.

3

Click “Pay Now →” or “View →”

The button opens the invoice in Zoho Books in a new browser tab. Pay Now lands you directly on the payment screen. View opens the invoice in read-only mode.

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The invoice opens in Zoho Books in a new tab. You may need to log in with your Zoho credentials, or the link may include auto-authentication depending on your organization’s setup.
Related guide

Need help enabling Invoices?

If the Invoices module isn’t showing up for your users, the Admin Guide walks through enabling the feature flag and granting access by role.

View Admin Guide →