How to turn invoice status on/off in operations portal

You have the ability to display or hide the invoice status for your clients within their operations portal. Invoice status' appear both on the Dashboard (if the gadget is added), and within Invoices.

Invoice Status on Dashboard:

Invoice_Status_Dashboard.png

Invoice Status in Invoices:

Invoice_Status_in_Operations.png

 

To change the settings:

1. Go to Platform Settings, System Settings.

2. Find the option 'Show Invoice Status in Operation' (you can use Ctrl F on your keyboard to search).

3. Change to ON if you wish for the invoice status to display e.g. Overdue, Paid. 

Chang to OFF if you wish for no status to display.

4. Click Save Settings.

Invoice_Status_Operations_Portal.png

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