Clients can't see invoices when logged in

CPA Design's Avatar

CPA Design

01 Oct, 2015 04:12 PM

Hi Seth,

Hope you're well.

Just wondering if you could help me with this funny issue I'm having. I have a client called Nick, and when I create an invoice for him, he doesn't appear to be able to view it when logged in as himself. He can see a invoiced balance, but not the actual invoice. Is this normal?

Thanks,
Chris

  1. Support Staff 1 Posted by Seth B on 01 Oct, 2015 09:11 PM

    Seth B's Avatar

    Hey Chris,

    Is that invoice "sent"? Meaning, did you either send it via email (through the system), or use the checkbox while editing the invoice to note that it's been "sent"? One of those things has to happen before it's visible in the client UI.

    This prevents invoices "not ready yet" from showing up, and clients seeing things that might not be final.

  2. 2 Posted by CPA Design on 02 Oct, 2015 09:13 AM

    CPA Design's Avatar

    Hi Seth,

    Oh dear, as simple as that. Sorry, should have guessed that.

    Sorry for wasting your time!

    Chris

  3. Support Staff 3 Posted by Seth B on 02 Oct, 2015 01:26 PM

    Seth B's Avatar

    No worries. Glad to have straightened things out!

    [ sent from my mobile // excuse me for any typos ]

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