Viewing Invoices

Learn how to access and understand the invoice list in your Holt Supply Company B2B Customer Portal.

Prerequisites

Navigate to Invoices

From any page in the portal, locate the sidebar on the left side of the screen. Click Invoices in the navigation menu to open the invoice list.

https://holt-stg.clarityclient.com/invoices
Holt Supply Co.
Main
Dashboard
Invoices
Statements
Account
Wallet
Users
Profile

Invoices

View and manage all invoices for your account.

Invoice list loads here...

Understanding the Invoice List

The invoice list displays all invoices associated with your account in a table format. Each row represents one invoice with key details at a glance.

https://holt-stg.clarityclient.com/invoices

Invoices

Pay on Account Pay Invoices
Invoice # Due Date Status Age Total Actions
INV-2024-0215 03/15/2025 Paid Current $1,250.00 View
INV-2024-0198 02/28/2025 Unpaid 30 days $3,450.00 View
INV-2024-0176 01/15/2025 Unpaid 60 days $875.00 View
INV-2024-0152 12/01/2024 Unpaid 90+ days $2,100.00 View
INV-2024-0210 03/01/2025 Partial Current $4,500.00 View

Understanding Aging Indicators

Each invoice row has a colored left border that indicates how long the invoice has been outstanding. These aging indicators help you quickly identify invoices that need attention.

Aging Color Guide

Green — Current

The invoice is not yet past due. No action needed at this time.

Yellow — 30 Days Past Due

The invoice is 1-30 days past the due date. Consider paying soon.

Amber — 60 Days Past Due

The invoice is 31-60 days past due. Please arrange payment promptly.

Red — 90+ Days Past Due

The invoice is more than 90 days past due. Immediate payment is recommended.

Using the Action Buttons

Above the invoice grid, you will find two action buttons that let you make payments directly from the list view.

https://holt-stg.clarityclient.com/invoices

Invoices

Pay on Account Pay Invoices

Pay on Account — Make a payment toward your overall account balance. The system distributes it starting with the oldest invoices.
Pay Invoices — Select specific invoices using the checkboxes, then click this button to pay them together.

Tip: Click any column header to sort the list by that column. The default sort order is by created date, newest first. Click the same header again to reverse the sort direction.

What's Next?