# Invoice Portal

The Invoice Portal is where finance and operations teams work in One Platform. Use it to follow your invoices, fix the ones that fail, register companies and keep track of credits.

![The Invoice Portal. A menu on the left runs from Dashboard to Settings, with country, environment and portal switchers below it. The Dashboard fills the rest of the screen.](https://docs.complyance.io/_app/immutable/assets/portal.B9pLYlXR.webp)

The Invoice Portal, open on the Dashboard.

You land here after you sign in, unless you said you were a developer during setup. No code is needed for anything in this portal. Developers work in the [Developer portal](https://docs.complyance.io/one-platform/developer-portal/), which you open from the same sidebar.

## What is in the menu

- [Dashboard](https://docs.complyance.io/one-platform/invoice-portal/dashboard/): See how many invoices went through and what needs attention.
- [Documents](https://docs.complyance.io/one-platform/invoice-portal/documents/): Find an invoice, see why it failed, fix it and send it again.
- [Reconciliation](https://docs.complyance.io/one-platform/invoice-portal/reconciliation/): Check what you sent against your own records.
- [Reports](https://docs.complyance.io/one-platform/invoice-portal/reports/): Download reports for the country you are working in.
- [Onboard](https://docs.complyance.io/one-platform/invoice-portal/onboard/): Register a company for e-invoicing in the selected country.
- [Masters](https://docs.complyance.io/one-platform/invoice-portal/masters/): Keep the reference data your invoices use.
- [Credits](https://docs.complyance.io/one-platform/invoice-portal/credits/): See your credit balance and how it is being used.
- [Sources](https://docs.complyance.io/one-platform/invoice-portal/sources/): See the systems that send invoices into this workspace.
- [Notifications](https://docs.complyance.io/one-platform/invoice-portal/notifications/): Read alerts about your invoices and workspace. A red dot means something is unread.
- [Support](https://docs.complyance.io/one-platform/invoice-portal/support/): Ask for help and follow your requests.
- [PDF Template](https://docs.complyance.io/one-platform/invoice-portal/pdf-template/): Control how your invoice PDFs look.
- [Settings](https://docs.complyance.io/one-platform/invoice-portal/settings/): Manage the workspace, teammates and roles.

Some items only appear for certain countries. [B2C Vault](https://docs.complyance.io/one-platform/invoice-portal/b2c-vault/), for example, is for Malaysia.

Your workspace name sits at the top of the sidebar. **Collapse sidebar** at the bottom shrinks the menu to icons to give the page more room.

## Country, environment and portal

Three switchers sit under the menu. Between them they decide what every page in the portal shows.

*Screenshot: Three switchers stacked in the sidebar: United Arab Emirates, Sandbox and Invoice Portal.*

- **Country.** The portal shows one country at a time. Documents, reports, the dashboard and onboarding all follow it.
- **Environment.** **Sandbox** is for testing. Switch to production when you are ready to send real invoices.
- **Portal.** Moves you between the Invoice Portal and the Developer portal.

If a page looks empty, or the numbers are not the ones you expect, check these three first. See [Switch country and environment](https://docs.complyance.io/one-platform/invoice-portal/switching/).

> **New here? Start with these**
>
> 1. [Onboard](https://docs.complyance.io/one-platform/invoice-portal/onboard/) the company that issues your invoices.
> 2. Open the [Dashboard](https://docs.complyance.io/one-platform/invoice-portal/dashboard/) to see invoices arrive.
> 3. Use [Documents](https://docs.complyance.io/one-platform/invoice-portal/documents/) to fix anything marked **Needs Correction**.

Source: https://docs.complyance.io/one-platform/invoice-portal/