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Invoice Visibility Controls for Client Portals

Feature RequestBilling

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.

Posted by Regine Garcia ·
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Comments1

  • Regine Garcia

    Team•

    Dec 4, 2025

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    Merged request

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    2 votes

    Control Invoice Visibility by Client Member Role

    Allow agencies to hide invoices for specific client members within the same organization.

    For example, an organization can have "admin" members who should see and manage all invoices, and "regular" members who should not see any billing information.

    Add a setting at the client member or role level to:

    • Mark a member as having invoice access or not

    • Show invoices, billing tab, and invoice emails only to members with invoice access

    This helps agencies keep billing information visible only to the appropriate client admins.