Phil C

Upvoted Populate Client Portal Memo with Halo Reference ID or Subject Upvoted Welcome Email with one click to add payment method Created Populate Client Portal Memo with Halo Reference ID or Subject Upvoted Display Invoice Date, Not Create Date Upvoted Invoice Sent/Open/View Status with Date & Time Tracking Created Invoice Sent/Open/View Status with Date & Time Tracking Upvoted Require Clients to Maintain a Valid Payment Method on File Upvoted Automatic Card Expiry Updates Upvoted Receive a confirmation number when they make a payments Upvoted Replace client-side Paid Tab Invoice Count with “Invoice History”Upvoted Invoice reminders - add timezone configuration Upvoted Have the Outstanding Invoice Tab include Overdue Invoices Upvoted Send Invoice from invoice screen Upvoted Control when Invoice Emails are being sent Upvoted Show customer balance on the All Customers page Commented on Branded "Sign in without password" EmailsYes we need to own the experience with our clients.Upvoted Branded "Sign in without password" Emails Commented on Welcome Email with one click to add payment methodYES. We’re in onboarding now, and this is non-negotiable. At the moment, the only ways for a new client to enter payment details are: Log in to the client portal – not ideal because this is a brand-new experience and will generate support calls. Receive a current invoice and use…