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    Using the Invoice Portal

    This article will outline how to use the Invoice Portal to help manage your Phorest Finances

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    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:


    Viewing Installments:

    Look at the column under Installments, to view the installment information, click on this amount and it will show you a breakdown of the what the charges are for.


    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 payment information:

    There are two types of payment information that you need to change:

    1. The card that you pay Phorest with:

    2. The bank account that Phorest pays you (Gift Vouchers / Ecommerce / No Shows)



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