Workflow

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

Add an invoice list shortcode to the new Client page that you just created, and at a minimum, include the "invoice_status" parameter, and set the value to "unpaid."

Also, include the "display_pay_btn" and set the value to "true" 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).

Example Shortcode: [accp_clientinvoices invoice_status=”unpaid” display_pay_btn=”true”]

Invoice List Add Paid Invoice List Shortcode

Add an invoice list shortcode to the new Client page below the list of unpaid invoices that you added above to display a list of paid invoices for your client.

At a minimum, include the "invoice_status" parameter, and set the value to "paid" to display this list.

Example Shortcode: [accp_clientinvoices invoice_status=”paid”]

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.