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Erica Greene
Community Manager
September 28, 2026

Understanding the Bonterra Invoice Portal

  • September 28, 2026
  • 0 replies
  • 18 views

Feature Overview: Bonterra Invoice Portal

Managing your Bonterra invoice used to mean waiting for an email, hunting for a PDF, and manually tracking what was paid. The Bonterra Invoice Portal changes that — it's a self-serve billing hub where you can view, pay, and manage your account on your own schedule, with no back-and-forth required.

With the Invoice Portal, you can:

  • View and download all your open and paid invoices in one place

  • Pay by ACH (free) or credit/debit card

  • Set up AutoPay so you never miss a due date

  • Schedule a payment for a future date — and cancel it if plans change

  • Download your W-9 and Bank Letter anytime

  • Receive a monthly account statement automatically

  • Add your finance team so multiple people can manage billing together

Feature Availability

The Invoice Portal is available to any Bonterra customer who receives an invoice. There's no special plan or permission level required to use it.

To access the portal:

First-time setup: Register using your Bonterra Invoice Number and Customer Number (both found in the top right of any invoice), or use Pay as Guest if you'd rather not create an account. Each person who needs access should register their own login — multiple users can manage the same account collaboratively.

Note: If there has been turnover at your organization, you can request access by contacting us. Let us know who should be updated as the billing contact and we'll help get you into the portal.

Portal at a Glance

Once you're in, the portal is organized into five tabs:

Tab

What it's for

Workboard

Account overview and quick links to key actions

Open Bills

View/pay open invoices; download your W-9 and Bank Letter

Closed Bills

View invoice history for paid bills

Payment History

Review past transactions; cancel a scheduled payment

Administration

Manage bank accounts, cards, and user access

 

What else do you need help with?

Not quite what you were searching for?

Navigate back to the Bonterra Invoice Portal Index.

How do I pay my Bonterra invoice online? | What is the Bonterra Invoice Portal? | Where do I go to pay my invoice? | How do I view my Bonterra bill? | How do I manage my billing account? | Why did I get an invoice from Bonterra? | How do I set up automatic payments for my invoice?