Client portal payment view
complete
Moshe Spund
in the client portal, clients can view, pay, and approve estimates and invoices.
it would be very professional if they could also view any payments made on invoices or estimates.
We constantly get calls from customers who are confused about how much and how many payments they've made, they should be able to see it from the portal
Orit Tepper
complete
Orit Tepper
To see the Payment History in the Client Portal, the Client can click on their Initials
Orit Tepper
Hi Moshe,
Customers can see past payments in their Payments History, in their profile in the client portal. Let me know if this helps
Moshe Spund
Orit Tepper, i sent myself a client invoice so i can view the portal and it does not show anything payments related, can you provide more information on where it would be?
Crystal Westmoreland
Yes the payments made and balance due is confusing for the customers.