Limit What Invoices Can Be Seen In Customer Payment Portal | RECUR360 TECHNOLOGIES LLC Help Center

Limit What Invoices Can Be Seen In Customer Payment Portal

In Settings->Email Settings there are new settings under Invoice Link Settings for limiting what invoices show by Terms and also by Locations (QuickBooks Online) and Customer Types.

- For each of those settings you can choose one or more options and then in the Customer Payment Link, only invoices with matching Terms and Locations would show (Both open and past invoices).
- For filtering by Customer Type, the payment link would only show invoices for your customer if your customer had a matching customer type or if you have any applicable child customers with a matching customer type you would see their invoices.
- If you set multiple different types of filters (e.g. Terms and Locations), any invoices have to match all types (e.g. the invoice would have to have a Term that is one of the selected ones and also have a Location that is one of the selected ones).

Invoices to Display Settings

Allow customers to view their past invoices in the invoice link

- You can show all or enter a date. Entering a date will prevent older invoices from being shown.

Only display invoices in the invoice link with the following terms, or leave the field blank to display invoices with any terms

- This will help filter invoices to be shown to the customer. Simply select the terms you would like the customer to see the invoices for.

Only display invoices with the following location (QuickBooks Online Only)

- Like the previous setting this is for easy filtering. Select the locations to be displayed or leave it blank to show all.

Only display invoices with the following customer types

- Just like the previous 2 settings this is an additional filter for the invoice link.
- You can elect to leave this field blank or select the customer types you would like to include in the invoice link.

Allow customers to view active recurring invoices in the email link

- Selecting this option enables the customer to see the recurring invoices that are currently active and have not been made inactive/completed.