How to View and Download Your Invoices
All invoices are available instantly in your client portal. You do not need to wait for email delivery — you can access them at any time.
Finding Your Invoices
- Log into the portal at crm.progressiverobot.com
- Click Invoices in the left navigation menu
- Your invoices are listed with status: Draft, Sent, Paid, Overdue, or Cancelled
Downloading an Invoice
- Click the invoice number to open it
- Click the Download PDF button in the top-right corner
- The PDF is formatted for your accounts team and includes all required details: our company information, your company information, line items, VAT breakdown, bank details, and payment reference
Sending an Invoice to Your Finance Team
You can forward invoices from the portal:
- Open the invoice and click Send Copy to email it to any address
- Or set up a billing email address under Settings → Company so future invoices are automatically cc'd to your finance team
Invoice Reference Numbers
Each invoice has a unique reference number (e.g. INV-2026-0042). Always quote this when making payment or querying an invoice — it allows us to match your payment immediately.
Invoice History
All invoices, including paid ones, are retained in the portal. You can filter by date range, project, or status to find any historical invoice. For year-end reporting, use the date filter to pull all invoices within your financial year.