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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 yesterday

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. Follow these steps.

Step 1 - My Company Settings

Head to the My Company page. Click on Portals on the left menu.

Step 2 - Hide Invoices

Scroll down to the settings:

  • Hide Future Invoices in the Customer Portal

  • Hide Paid Invoices in the Customer Portal

Check the boxes beside the Invoices you want to hide.

Step 3 - Save

Select "Save settings" to save the changes made.

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