---
title: How to View and Manage Your Payments in the Client Portal
description: See your balance, invoices due and receipts in your client portal, print an invoice, search your payments and export them as a CSV file.
---

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# How to View and Manage Your Payments in the Client Portal

## In this guide, we’ll walk you through how to check your payment history and manage invoices using the Pabau Client Portal.

**NOTE:** Your clinic decides which options you see, so some of the steps below may look slightly different or be skipped.

In this article, you will learn how to check your balance, see your invoices and receipts, print an invoice and download a list of your payments from your client portal.

**Step 1: Open Payments and Check Your Balance**

1. Sign in to your client portal and click **Payments** in the menu. On a phone, tap the menu button (☰) at the top left first.
2. **On account** shows any credit you have with the clinic that you can spend on future visits. If some of it is set aside for bookings you have coming up, the card tells you how much is held.
3. **Outstanding balance** shows the total you still owe, and how many invoices it covers.

![The Payments page showing the On account and Outstanding balance cards](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985962716-01-balances.png)

*Your account credit and outstanding balance at the top of Payments*

**NOTE:** Invoices you still owe money on are listed under **Invoices due**. To pay one, see [How to Pay an Unpaid Invoice via the Client Portal](https://support.pabau.com/en/pabau2/how-to-pay-an-unpaid-invoice-via-the-client-potal?hsLang=en).

**Step 2: View Your Receipts**

1. Under **Receipts**, you will find the invoices you have already paid — including anything you bought online — with the date, total and amount paid.
2. Click an invoice to open it.

![The Receipts list on the Payments page](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985962716-02-receipts.png)

*Click any receipt to see the full invoice*

**Step 3: Check and Print an Invoice**

1. At the top of the invoice, check its status: **Paid**, **Part paid** or **Due**. Below it you will see the invoice date, the clinic location, each item and every payment made against it.
2. Click **Print**. The invoice opens in a new tab in your clinic’s own invoice layout, ready to print or save as a PDF.

![A paid invoice on a phone, with its Paid status and the Print button](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985962716-03-receipt-print-mobile.png)

*Check the status, then tap Print for a printable copy*

**TIP:** If the invoice is for an appointment where your clinic recorded a diagnosis, you may also see **Insurance Invoice** (called **Superbill** in the US). It opens a statement you can send to your insurer to claim the cost back.

**Step 4: Filter and Search Your Transactions**

At the bottom of the Payments page is a list of every payment you have made.

1. Click a tab to show one kind of payment: **All**, **Treatments**, **Products**, **Packages**, **Membership** or **Refunds**. The number on each tab shows how many payments it holds.
2. Type in **Search transactions…** to find a payment by its description or payment method.

![The transaction list with its tabs and search box](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985962716-04-filter-search.png)

*Filter by tab or search your payments*

**Step 5: Download Your Payments**

1. Click **Export CSV** at the top of the page. A spreadsheet file of your payments downloads, which you can open in Excel, Numbers or Google Sheets.

![The Export CSV button at the top of the Payments page](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985962716-05-export-csv.png)

*Export CSV downloads your payments as a spreadsheet*

**NOTE:** If you don’t see **Payments** in your menu, your clinic hasn’t turned it on. Please contact them for a copy of your invoices or receipts.

**What's next?**

To pay something you owe, read [How to Pay an Unpaid Invoice via the Client Portal](https://support.pabau.com/en/pabau2/how-to-pay-an-unpaid-invoice-via-the-client-potal?hsLang=en). To keep a card on file, read [How to Save Your Card on File for Future Payments](https://support.pabau.com/en/pabau2/how-to-save-your-card-on-file-for-future-payments?hsLang=en). For everything else in your portal, see [How to Use Your Client Portal](https://support.pabau.com/en/pabau2/how-to-use-your-client-portal-new-client-portal?hsLang=en).

Questions? Reach us any time via the in-app chat — we’re happy to help.

---

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