Populate Client Portal Memo with Halo Reference ID or Subject

In the client payment portal, the Memo/Description field must automatically populate with the Halo reference ID or invoice subject line.

Right now, when a client logs into the AP portal, they just see a list of invoice numbers with amounts — no context. If they want to find a specific job or project, they have to open or download each invoice one by one, which causes confusion and unnecessary support calls.

Adding the Halo Reference ID or Subject (e.g., “Project – Network Upgrade” or “Ticket #4321 – Firewall Replacement”) into the memo/description field will make it immediately clear which invoice corresponds to which job.

This is essential for usability and should sync automatically from Halo when the invoice is pushed to AP.