This support article is about stopping future invoices from showing up in the customer portal until their due date arrives. This can be helpful if you're still working on an invoice and haven't finished it yet. It keeps things neat and organized in your portal until it's time to pay or view those invoices.
Please follow the steps below or watch the video at the bottom of the page:
Step 1: Log into Benji Pays.
Step 2: Within the blue menu on the left-hand side of the screen, click on "Settings." Subsequently, proceed to "Customer Portal Settings."
Step 3: Scroll down until to "Self-serve portal settings."
Activate or deactivate the option labeled "In the customer portal only show invoices with an invoice date on or before the current date." Click "Save Portal Settings".
Please note that this setting is independent of the invoice's due date. Invoices featuring scheduled payments or installment plans will continue to appear in the scheduled transaction tab.
Invoice date and due date example shown below.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article