Hiding unpaid invoices from the client portal before x amount of days

[ConorBradley]

Hi Guys,

When creating quotes for my SEO clients I create the invoices a a split (70% deposit & 30% Once completed). The due date for the second invoice is usually set at 1-3 months depending on the service. However because the invoice gets generated it can be seen in the client portal as unpaid months before its actually due. Is there a way to hide this from clients 14 days before its due?

Thanks,

Conor

[yggdrasil]

On 4/4/2022 at 4:56 PM, ConorBradley said:

Hi Guys,

When creating quotes for my SEO clients I create the invoices a a split (70% deposit & 30% Once completed). The due date for the second invoice is usually set at 1-3 months depending on the service. However because the invoice gets generated it can be seen in the client portal as unpaid months before its actually due. Is there a way to hide this from clients 14 days before its due?

Thanks,

Conor

You can set invoices as draft and they will not be visible which is probably what you should use for this type of scenarios.

[ConorBradley]

10 hours ago, yggdrasil said:

You can set invoices as draft and they will not be visible which is probably what you should use for this type of scenarios.

Thanks, That makes perfect sense, It there a way to set the status back to unpaid automatically or is this a manual task that would need to be done. 

[yggdrasil]

9 hours ago, ConorBradley said:

Thanks, That makes perfect sense, It there a way to set the status back to unpaid automatically or is this a manual task that would need to be done. 

Sure, when you create an invoice, its set to Draft automatically. You have 2 buttons on the invoice, Publish and Publish and Send Email which makes it live.

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