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How to Hide Paid/Future Invoices in the Customer Portal
How to Hide Paid/Future Invoices in the Customer Portal

Learn how to hide either paid or future Invoices from your customers

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 months ago

If you don't want your customers/Account Holders to be able to view their paid and/or future Invoices, you can hide them in the Customer Portal. Here's how.

  1. Head to the My Company page.

  2. Click on Portals on the left menu.

  3. Scroll down to the settings:

    • Hide Future Invoices in the Customer Portal

    • Hide Paid Invoices in the Customer Portal

  4. Check the boxes beside the Invoices you want to hide.

  5. Select "Save settings" to save the changes made.

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