Invoice Management

The Holt Supply Customer Portal provides a comprehensive invoice management system that gives you full control over your accounts receivable. View every invoice in real time, track aging status with color-coded indicators, drill into line-item details, and initiate payments directly from the invoice list. Whether you have five invoices or five hundred, the portal keeps everything organized and accessible.

How It Works

The complete lifecycle of an invoice in the Holt Supply portal.

Invoice Created In your ERP system

→

Notification Sent Email alert to customer

→

Customer Views In the portal

→

Payment Made Online via portal

→

Invoice Updated Status synced in real time

Detailed Capabilities

Six powerful tools that put you in complete control of your invoices.

1

Invoice List View

Sortable, paginated grid showing all invoices. Click any column header to sort. Real-time data ensures you always see the latest status.

2

Aging Visualization

Color-coded borders instantly communicate invoice age. Quickly triage your payment priorities at a glance.

Current 30 Days 60 Days 90+ Days

3

Invoice Detail Page

Drill into any invoice to see a tabbed view: Summary with totals and dates, Payment history, and associated Files and documents.

4

Line Item Detail

Full breakdown of every line item including quantities, unit rates, extended amounts, and item descriptions from your original order.

5

PDF Download

Download professional invoice PDFs with Holt Supply branding. Perfect for record-keeping, expense reports, and internal approvals.

6

Payment History

Track every payment made against each invoice. See transaction IDs, payment dates, amounts applied, and remaining balances.

The Invoice Dashboard

A detailed look at what you will see when you open the Invoices page.

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

Invoices

Showing 8 of 47 invoices

Search invoices...

Pay on Account Pay Invoices

All Unpaid (5) Paid (2) Partial (1)

Invoice #	Date	Due Date	Status	Age	Total	Balance	Actions
INV-2025-0232	03/10/2025	04/09/2025	Unpaid	Current	$2,840.00	$2,840.00	View
INV-2025-0228	03/05/2025	04/04/2025	Paid	Current	$1,250.00	$0.00	View
INV-2025-0215	02/24/2025	03/26/2025	Partial	Current	$4,500.00	$2,200.00	View
INV-2025-0198	02/10/2025	02/28/2025	Unpaid	30 days	$3,450.00	$3,450.00	View
INV-2025-0185	01/28/2025	02/20/2025	Unpaid	30 days	$1,980.00	$1,980.00	View
INV-2025-0176	01/15/2025	01/31/2025	Unpaid	60 days	$875.00	$875.00	View
INV-2024-0152	12/01/2024	12/31/2024	Unpaid	90+ days	$2,100.00	$2,100.00	View
INV-2025-0210	02/18/2025	03/20/2025	Paid	Current	$3,200.00	$0.00	View

Showing 1-8 of 47 invoices

1 2 3 ... 6

Seamless Integration

💳

Payment Processing

Pay invoices directly from the invoice list or detail page with multiple payment methods.

✉

Email Notifications

Automatic alerts for new invoices, payment confirmations, and past-due reminders.

📋

Monthly Statements

Invoices automatically included in monthly statement summaries for complete account visibility.