How Can Clients View Their Account History?

Selecting “Yes” for the "Allow clients to view their account history?" option will allow your clients to view their billing and payment history via the Client Portal. If you prefer that clients not have access to this information, you will want to select “No” instead.

If "Yes" is selected, your Clients can pay any outstanding balances across their account as a whole, however they must log into the Client Portal to do so. If you have selected "No", then your Clients will only be able to pay for the currently linked Invoice. 

To adjust this setting please follow the instructions below: 

• From the upper blue bar click on your name 
• Select "Settings" from the dropdown (If you're not seeing "Settings" after clicking on your name, you would need to contact a System Administrator for assistance with updating these settings.) 
• Click on the "Client Portal" subtab
• Scroll down to the "Allow clients to view their account history?" option 
• Select the desired button so it's blue