Client Portal Payment History when 'Allow to pay through Portal' is NOT enabled
As of now, you cannot see ANY Payment History if the feature 'Allow payment through Portal' is not enabled or if Banking Information is not used. So if you are receiving cash/check and not using the Credit Card system, the client cannot see their payment history/invoices (included date range also).
3
votes
Forrest Pulley
shared this idea
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Angela and Robert Remeika-Thomas commented
OR being able to use other credit card systems as they don't tell you you have to have a certain credit score to qualify