Show active and past invoices in Client Portal
complete
C
Caleb Christopher
All transactions should be visible to a client. They should be able to see and/or pay invoices.
Alternately, a document portal (WITH FOLDERS) would suffice where we could manually upload the invoices and other docs.
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S
Shivani Gera
complete
C
Caleb Christopher
Shivani Gera Where can we find implementation guidance and/or documentation on this feature now?
C
Cheung Vong
Yes, right now customers don't have a "My Account" page to view past invoices, etc. If it could be implemented in the Client Portal along with all of their profile custom fields, that would be great.
C
Caleb Christopher
Actually, we should have the option to hide or make them visible on a one by one basis.
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Victor Escobar
Need this!!!
H
HighLevel Support
Great idea.