Hide Current Invoices in Customer Portal | Feature Requests

Hide Current Invoices in Customer Portal

under review

Neighbouring Wolf

When payments are applied to the account balance and not to a specific invoice or when NSFs occur, it is not reflected in the Current Invoices and customers get confused in what is currently owed.

September 19, 2024

Serena Edwards

marked this post as

under review

Rich Hogan

Hey Neighbouring Wolf, thanks for your feedback! I have a few more questions for you:

Can you provide a specific example of a situation where a payment was applied to the account balance and not a specific invoice, and how it caused confusion for the customer?
Could you clarify what you would like to see in the Current Invoices section when NSFs occur?
Are there any other areas in the Customer Portal where you think this change should be implemented?