Billing portal home page overview

Our FrontStream billing portal is easy to use!  Here are the actions you can take from the home page: 

1. Settings
2. Billing
3. Support
4. Quick View
5. Transaction Search

1. Settings

Here you can set email subscription preferences, change your log in email address and reset your password. 

2. Billing

Here you can: 

• Make a payment
• Print a Statement
  • Here you can print individual statements, open transactions and/or consolidated statements. 

• • Then you can choose to print, email or fax your statement.

• See A/R Register

• • To view your A/R data, you can choose a date range, and sort by date, type or document.  Click Refresh to see the changes.

• Click on the date of any transaction in the list to see additional details.  
• If you are viewing an invoice, you can also click Print or click on Payments to see the payment history. 
• You can click on Export - CSV to export the list to a CSV file or use the dropdown to export to Excel or a PDF. 

• See All Transactions
  • You can change dates, sort the data, filter the list by transaction type and/or change the style of the display.
  • Click on the date of any transaction to see additional details.  If you are viewing an invoice you can also print it or click Payments to see the payment history. 
  • Click on the CSV Export, Excel or PDF icon to export the data.  You can then click on the Printer icon to print out the list of transactions.

3. Support

• Click on Edit your Profile to update your address, payment information and profile. 
  • Click on Address Information in the top left menu to update your address. Fill in the fields and check the This Address is Also My Billing Address checkbox if applicable. 
  • If your billing address is not the same as your shipping address, clear the box and enter the billing address information. 
  • Click Continue.

• Click on Payment Information to add a default credit card. 
• Click on Confirm Customer Profile to review your address, address, credit card information and make changes as needed.

4. Quick View

• This section shows you a quick glance of your latest activity. 
• Click the Current link under Outstanding Balance to see your Accounts Receivable register. 

5. Transaction Search

• Here you can view Credit Memos, Invoices or Payments by selecting a transaction Type
• Enter a Date for the transaction and a Transaction Number
• Click Search