How to Approve Quotes, Pay Invoices & Open Tickets Portal

What's in the demo

• Dashboard: endpoint protection, security score, patches applied this month, last backup, and open support requests
• Invoices: twelve months of billing, with the balance and status (sent, overdue, partially paid) on each invoice
• An invoice opened in full: line items, tax, amount paid, balance due, and the payment panel where a pay button appears once your provider connects Stripe
• Proposals: a cover page, the proposed work, equipment and installation pricing, and a room-by-room schedule
• Accept a proposal by typing your full name as the signature; the invoice is ready straight away
• Devices and the hardware lifecycle plan: which machines need replacing now and which are due soon
• Security, Backups (with the last restore test), Support, Reports (PDF or CSV), and Service history

Questions this video answers

How do I approve a proposal from my IT provider in the Breeze RMM portal?

Open it under Proposals, type your full name (it becomes your signature), tick the agreement box, and choose Accept & sign. The invoice is ready right away.

Can I pay my IT invoice online?

Yes, when your provider has connected Stripe. Open the invoice under Invoices: it shows the line items, tax, what has been paid, and the balance due, with a pay button in the payment panel.

How do I open a support ticket?

Use the New ticket button at the top of the portal. The Support page lists your open requests.

Can I see whether my computers are backed up and protected?

Yes. Backups shows each protected device with its last backup and the last restore test. Security shows your score, the threats found and cleared, and open weaknesses counted by severity.

Can I download IT reports without asking my provider?

Yes. Under Reports you can generate a security summary, an executive summary, or a hardware lifecycle plan, and download it as a PDF or a CSV file.