Configure invoice settings

Decide which invoices customers can open in the portal.

The Invoices section controls invoice visibility in the portal.

Use it to decide which invoice types customers can see.

Open the portal you want to edit.

Select Invoices in the left menu.

Turn on invoice access if customers should see invoices.

Decide whether to show customer invoices only or also delivery invoices.

Click Save.

Can I show invoices and still hide prices on work orders?

Yes.

Those are separate settings.

What is the difference between customer and delivery invoices?

They refer to different address contexts.

Does this affect the invoice itself?

No.

It only affects portal visibility.

Last updated 3 months ago

Was this helpful?