Invoice Visibility Controls for Client Portals

Agencies have different needs when it comes to who can view invoices inside the client portal. Some only want organization owners to see invoices, while others prefer to hand pick which client members can access them. It would help to introduce flexible visibility settings in the Invoice view. The agency should be able to set invoice access to either org owners only or selected client members. This would prevent accidental exposure of billing data and gives agencies tighter control over financial information.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

Billing

Date

3 months ago

Author

Regine Garcia

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