---
title: "Invoices"
slug: portal/invoices
url: https://projectri.com/docs/portal/invoices
section: portal
audience: portal
app_route: "/portal/invoices"
mobile: "/(portal)/(tabs)/invoices"
updated: 2026-09-08
source: Projectri documentation
---

# Invoices

Your invoices with what is still outstanding, any credit notes applied, payments received, a pay button where card payment is available, and a way to query one.

![Invoices](https://projectri.com/docs-shots/portal-invoices.png)

## What it is

The invoices your supplier has issued to you. Each row leads with the number and
its dates, and the figure on the right is **what is still outstanding**, not the
original total. Under it, when they exist: the credit notes applied, the
payments received, and the actions available.

## How to get there

**Invoices** in the sidebar. The entry only exists for **primary** and
**billing** contacts. A technical or view-only contact has no invoices screen at
all — and is not notified about invoices either, because the notification
carries the amount.

## How to use it

### Read a row

1. The big figure is what is outstanding. The status beneath it says paid, part
   paid, or where it stands.
2. When credit notes have been applied, a block below shows **Invoiced** — the
   original figure from the document you were sent — and then each credit note
   with its number, date and amount subtracted from it.
3. When payments have been received, each is listed with the method, the date
   and the amount. A refund is shown as a refund.

### Pay by card

1. Press **Pay** followed by the outstanding amount. It only appears when your
   supplier can take a card, the invoice is payable, and something is still
   owed.
2. You are taken to a payment page in the same tab.
3. The invoice is not marked paid by the redirect — it is marked paid when the
   payment is confirmed. Closing the tab after paying does not undo the payment;
   the paid state appears on the next load.
4. The amount is fixed to what is outstanding. It is not something the page can
   be asked to change.

### Query an invoice

1. Press **Query this** on any invoice that is not paid.
2. Type what the query is. It is required.
3. Press **Send query**. The dialog says what happens next before you send it.
4. Once raised, the row shows **Query raised** and offers **Withdraw query**.

## What it affects

- **A query pauses the reminders.** Payment chasing stops while a query is open,
  and your account owner is told about it rather than the invoice quietly
  ageing.
- **A query does not change what is owed.** It is not a credit note. Nothing
  about the amount moves until somebody at your supplier decides it should.
- **A disputed invoice keeps its Pay button.** If you raised a query and then
  decided to pay anyway, you can.

## On mobile

The **Invoices** tab in the phone app shows the same rows, the same credit notes
and payments, the same **Pay** button, and the same query and withdraw actions.
The tab is absent if your role does not include invoices.

## Limits and gotchas

- Drafts and voided invoices are never shown. A draft is your supplier still
  thinking.
- Line items are not published; the document you were sent is the itemised
  version.
- Each invoice carries its own currency, and figures are never converted or
  totalled across currencies.
- The list holds up to 200 invoices, newest first by issue date.
- Card payment depends on your supplier having a live payment account. Where
  they have not, there is simply no button.

## Related

- [Retainer](/docs/portal/retainer) — your balance for the current period.
- [Change orders](/docs/portal/change-orders) — changes to the contract value.
- [Quotes](/docs/portal/quotes) — what was priced in the first place.

## Related

- [Quotes](https://projectri.com/docs/portal/quotes.md): Every quote your supplier has sent you, with its reference, version, date and total — the same documents as the emailed links.
- [Change orders](https://projectri.com/docs/portal/change-orders.md): Changes to work already agreed — what the contract value and end date go from and to, what is being added or removed, and your approval.
- [Retainer](https://projectri.com/docs/portal/retainer.md): How much of this period's retainer is left, what it started with, what has been carried in, and what has been used.