Enable/Disable Total invoiced and Total payments in Client Portal
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DG
As much as I understand the idea of showing the customer how much money they have spent with you over time in the Client portal under reports, in my opinion, it's not something that generates more sales; at worst, it might lead to fewer sales.
I would really like to see a feature where we can completely disable "Total invoiced" and "Total payments" in the Client Portal.
Geoff Mina
complete
This is now disable-able. Turning this off will disable both the reporting tab in invoices as well as the "total invoiced" widget when viewing the project.
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Steven Segaert
Good one. Having an invoice section is useful, but displaying a total spend only invites awkward questions. I had a client ask me for a discount once "based on how much money we already spent on you", so let's avoid that sort of thing. :-)
Mark Ormiston
This is currently possible by hiding the invoice section from the customer portal, yes its an all or nothing scenario but works see this: https://video.eternal.marketing/conversations/672a63b8-6ece-5ba0-8b76-8c5ccfc6806c
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Arp Laszlo
100% agree. I like seeing how much I’ve made from a client, but whether they see how they’ve spent with me should be OPTIONAL.
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Amber
Agreed.
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H M
This is essential. I signed up for the Client Portal feature, but won't be using it for client projects/approvals if the financial side is in their face every time I need a task approval. I would be ok with it being shown in the Invoicing area, but having to see it every time you need to approve a task is too much and seems like it would cause resentment.
Lindsey Miles
Yes! I would love this too!
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Barbara D
I agree!