Workflow

Get Constellation Client Portal

Overview

The workflow below details the steps required to create a billing page for clients, in the Constellation Client Portal plugin, that will display any current (unpaid) bills/invoices, along with a separate list of paid bills/invoices.

Prerequisites:

You should already have a new company created so that the new page can be assigned to that company.
A functional installation of WooCommerce (configured to process payments) is also required if you choose to add payment buttons to unpaid invoice lists.

Company Home Page Create New Page

Create a new Client Page and assign it to a Company.

Invoice List Add Unpaid Invoice List Shortcode

Create a shortcode for unpaid invoices by navigating to WordPress Admin -> Client Portal Pro -> Settings -> Lists -> Add New List. Select "invoice" for the list type, and select "unpaid" for the invoice status to include ("unpaid" should be the only status included in this list).

Also, check the "enable pay button" option if you have WooCommerce set up to receive payments, and you would like to allow your clients to pay unpaid invoices/bills.

This will output a list of all unpaid invoices for the client/company, along with a "Pay" or "Pay All" button (if WooCommerce is installed and configured).

Invoice List Add Paid Invoice List Shortcode

Create a shortcode for paid invoices by navigating to WordPress Admin -> Client Portal Pro -> Settings -> Lists -> Add New List. Select "invoice" for the list type, and select "paid" for the invoice status to include.

This will output a list of all paid invoices for the client/company.

Additional Info

The above workflow will allow you to display a billing page for clients that lists any unpaid and/or paid invoices that you have created and processed for a given client.