What customers can see
Control which invoices, balances, files, credit notes and payments customers can view in the portal, and how statuses appear.
8 articles
- Invoice StatusThis article will look into the different invoice statuses' available in the platform
- Exclude Paused Invoices from the Customer PortalHide paused invoices from the customer portal.
- Show the Credit Notes List in the Customer PortalAllow your customers to view the list of credit notes issued to them.
- Show the Payments List in the Customer PortalAllow your customers to view the list of payments made by them.
- Allow Customers to View and Download Stored FilesLet customers easily download stored files from the customer portal
- Allow Customers to View the Total Balance DueLet customers see their full outstanding balance directly in the Customer Portal.
- Allow Customers to View the Total Balance OverdueLet customers see their full overdue balance directly in the Customer Portal.
- Why Outstanding Balances Differ Between the Customer Tab and the Portal TabThe portal tab displays only certain invoice statuses, which may cause balance differences compared to the customer tab view.