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The Invoice History card on a client’s Funding tab lists funding fee invoices and one-off invoices created in the CRM. Each row shows the amount paid and the remaining balance. Select Open in CRM to view an invoice. To create a one-off invoice, such as a setup fee:
  1. Select New invoice on the Invoice History card.
  2. Complete the invoice in the CRM page that opens in a new browser tab. The client is already selected.
  3. Return to the Funding tab. Invoice History refreshes when you return.
One-off invoices appear for visibility and do not count toward the client’s funding fee balance. New invoice stays hidden when the client’s CRM connection is missing, loading, or awaiting reconnection after an agency transfer. Read-only views do not show it. If the client’s agency CRM host cannot be resolved, the action stays hidden.