Hide Client Balance in Client Portal

This articles goes over the new Hide Client Balance setting for Client Portal. This is an agency-wide setting and cannot be turned on and off on a client-by-client basis.

New Hide Client Balance Feature

1. Go to the Client Portal Manager module.
2. Click on the blue client portal settings link in the top right corner.
3. Locate the Modules section, and under the Payments sub-section is the new Hide client balance setting.
   • Set this to No and this will prevent the client from seeing their balance in Client Portal.
   • Set this to Yes and this will allow the client to see their balance in Client Portal.
4. Click Save Changes.