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How to Hide Paid or Future Invoices in the Customer Portal

Control which invoices your customers can see in their account

Written by Serena Edwards

If you don't want customers or account holders to see certain invoices, you can hide paid invoices, future invoices, or both from the Customer Portal. Hiding an invoice only affects what customers see; it doesn't cancel the invoice or change billing. Follow the steps below to turn on either setting.

Step 1 - Open Portal Settings

Goto the My Company page, then select Portals from the left menu.

Enrollsy My Company settings menu with Portals option highlighted

Step 2 - Choose Which Invoices to Hide

Scroll down to the invoice visibility settings. Check the box next to either or both options:

  • Hide Future Invoices in the Customer Portal

  • Hide Paid Invoices in the Customer Portal

Enrollsy Portals settings showing Hide Future Invoices and Hide Paid Invoices checkboxes selected

Step 3 - Save Changes

Select Save settings to apply the changes.

Enrollsy Portals settings with Save settings button highlighted
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