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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 3 weeks 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. 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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