What customers can see
Control which invoices, balances, files, credit notes and payments customers can view in the portal, and how statuses appear.
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.