For a Client to see both the Invoice Amount and the Amount remaining on the Invoice, the "Display balances" setting will need to be set to "Yes". When the Client is in the Portal the Invoice Amount and the Amount remaining will show on the right.
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 "Display balances" option
- Select the desired button so it's blue
If you’d like your clients to view their account history click here.
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