The Client Center Now Allows Users To Download Their Invoices in v.2019.1

The Client Center integrated web site now allows the community users to download their invoices.



There are certain steps in order for a community user to be able to view and download their invoices:

1. The community user must register in the Client Center.

2. Internal employee must assign internal Person record to the Community User record.

3. The Person record must be related (works_for) to Company record(s).

When the above steps are performed, the community user is granted permission to their company data.

Stay tuned for more changes in the Client Center!

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