Add Titles of Invoices & Estimates to Customer Portal Views

2 votes

When customers have multiple invoices and/or estimates, there is no way for them to differentiate them unless looking at line items. Even then, it can be confusing.

Not planned Suggested by: JW (27 Mar, '21) • Upvoted: 24 Apr, '23 • Comments: 1

Comments: 1

29 Mar, '21
Jared King Admin
Unfortunately this is not possible since invoice and estimate titles are marked for internal use. We cannot share this information with customers as the expectation is that these will not be displayed to the customer, although I agree in your scenario it makes sense to do so.