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Question

Would you please add retention of paid invoices on client portal?

  • August 1, 2026
  • 1 reply
  • 4 views

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I not infrequently have clients needing copies of previously paid invoices to re/submit to their carrier, or even to verify a transaction or date. Yes, i encourage people to print/download copy’s when paying, but nonetheless...

1 reply

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  • New Participant
  • August 2, 2026

I agree! It seems odd that clients cannot view previously paid invoices. It is very common that insurance companies fail to process on the first submission.