Clients should see their total outstanding balance of all invoices
complete
Zachary Murray
In Hubspot CRM, if I am sent a bill from a vendor, at the top it shows how much I owe from ALL open invoices and there is a convenient option to click and pay them all at once. I would benefit from this very much.
I know it is planned to have the clients be able to pay multiple invoices at much (which I need) but also the option to always have it show when they view any of their invoices online would be phenomenal.
Orit Tepper
complete
idan kadosh
in progress
Zachary Murray
idan kadosh: I would like to add that the customer portal has really helped us, but most clients still don't see this on mobile. The link will take them directly to the invoice, but there is only an arrow that says "homepage" in the top left. No one really knows what that means and no one clicks it. If it could somehow say something different such as "All invoices" or even still show a notification if there are other open invoices, that would be great.
idan kadosh
HI @Zachary Murray we are releasing out new client portal now to a beta group.
It allows for a full view of the client's invoices and bulk payment.
LMK if you would like to try it out
Zachary Murray
idan kadosh: yes!!! I would very much like to try it.
Zachary Murray
idan kadosh: Let me know if you are still releasing this beta, please
Eyal Even Zur
Zachary Murray: I sent you an email. If you want to join the beta, please let me know and I will add you.
Zachary Murray
Eyal Even Zur: I responded yes, thanks!
B
Brian Keene
Eyal Even Zur: Could you also add me?