If a customer has an open invoice with a Payment Schedule assigned to it, they can view this schedule in their Dash Online account and make manual payments if they decide to. If they make payments before the preset schedule, the payment schedule on the Admin side will be adjusted automatically.
To learn how to set up a Payment Schedule, check out this article first.
We also have a toggle on the Company settings page on the Dash Online section, where you can decide whether you display all invoices to your customers or just open (unpaid) ones.
How it Looks
The home page in Dash Online will display financial tiles and links to view more info. If you select to "Pay Now" under the customer's Account Balance, you will see all of the Open Invoices.
If you click the "View All" button under Upcoming Payment (if there are any scheduled), you will see the Upcoming Payments that are scheduled so a payment can be made and you can also see the list of invoices. If you click on an invoice number, you will be able to view the invoice.
You can also access this page by clicking the profile drop down in the upper right hand corner, and select "Billing".