Customer Portal - Allow customers to login and view their invoices, statements and payment history
Allow customers to "login" and see their invoices/statements/payments as a "self service" - they can login and see their outstanding invoices (with payment links), download historic invoices, and see statements etc...
Jan 10, 2017
Thank you for your feedback on this functionality. We are currently looking at our multi user access permissions and will aim to include within this a read-only functionality to enable customers to login to view their details, statements etc.
This is clearly a very popular functionality request and one that we will look at in more detail in the coming months.
KashFlow Product Team