SOURCE:    Vacation Tracker
TITLE:     How Do I Access My Customer Portal (Billing Information)?
URL:       https://vacationtracker.io/knowledge-base/how-do-i-access-my-customer-portal-billing-information/
LANG:      en
PUBLISHED: 2020-12-29
UPDATED:   2026-06-29
READING:   2 min
SUMMARY:   How Do I Access My Customer Portal (Billing Information)?

# How Do I Access My Customer Portal (Billing Information)?

# How Do I Access My Customer Portal (Billing Information)?

Need to pull up an old invoice, check an upcoming charge, or download a receipt? The Customer Portal — hosted by our third-party billing provider — is where that history lives. Here's how to reach it.

## How to Open the Customer Portal

- Sign in at app.vacationtracker.io (https://app.vacationtracker.io/signin) as an Administrator.

- In the left-hand menu, expand Workspace Settings and click Billing.

- Scroll to the bottom of the page to the Invoices section. You'll see the line "You can manage payment methods and invoices on our customer portal" followed by a Click here to visit the customer portal link (this link appears once your billing info has been entered and your account is actively subscribed).

- Click the link. A new secured page opens where you can review and download your billing details.

![Billing page Invoices section showing the invoice date and amount next to the click here link that opens the customer portal](https://cms.vacationtracker.io/uploads/helpdesk_artikal_how_do_i_access_my_customer_portal_billing_information_first_image_place_e7d33ddecb.png)

Timing matters for invoice changes

Any changes you want reflected on your next invoice should be made at least 3 days before your next billing cycle starts. Updates closer to the cycle date may not reach the invoice in time and will appear on the one after.

## What You Can Do in the Customer Portal

- Download invoices — PDF copies of every invoice, ready to forward to finance or upload to your AP system.

- See upcoming charges — a preview of what's about to be billed, so there are no surprises when the charge lands.

- View payment history — a running record of every successful payment and any failed attempts.

- Update payment method — switch cards, rotate to a new card after a reissue, or change your saved payment source.

## Common Questions

Who can access the Customer Portal?

Only Administrators on the Vacation Tracker workspace. The Billing page (where the Customer Portal link lives) isn't visible to regular users or Approvers.

I don't see the Customer Portal link. What's wrong?

The link appears only after you've entered your billing information and your account is on an active paid subscription. If you're on a trial, free plan, or haven't yet completed billing setup, the link isn't shown. Also, if you're on Microsoft Transactables billing, billing lives in your Microsoft account rather than this portal — see MS Teams: Billing with Vacation Tracker vs. Microsoft Transactables (https://vacationtracker.io/knowledge-base/microsoft-teams-billing-with-vacation-tracker-vs-microsoft-transactables/).

Is the Customer Portal secure? I'm downloading invoices from there.

Yes. The portal is hosted by our third-party billing provider, which handles the encryption and security of the page. The link from Vacation Tracker passes through authenticated credentials so only an Admin on your workspace can reach it.

### What's Next?

How Do I Edit my Billing Information? (https://vacationtracker.io/knowledge-base/how-do-i-edit-my-billing-information/)
How Can I Change My Subscription? (Core/Complete and Annual/Monthly) (https://vacationtracker.io/knowledge-base/how-can-i-change-my-subscription-corecomplete-and-annualmonthly/)
How Do I Apply a Coupon / Discount Code? (https://vacationtracker.io/knowledge-base/how-do-i-apply-a-coupon-discount-code/)

Need help?

Contact your Account Manager via email (mailto:success@vacationtracker.io), Monday to Friday, 9 AM – 5 PM EST.