Home Forums Support Client dashboard doesn't seem to work

This topic contains 5 replies, has 2 voices, and was last updated by  Hillel Coren 3 weeks, 2 days ago.

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  • #19741

    nick_12
    Participant

    I am self hosting. v4.5.9. If you log into client/login it doesn’t show invoices for the person. Also if I reset the password from the client edit it doesn’t update the log in password.

    #19742

    Hillel Coren
    Keymaster

    Are the invoices marked as sent?

    #19743

    nick_12
    Participant

    Yes. If I use the dedicated link to the invoices it works as expected.

    #19744

    Hillel Coren
    Keymaster

    The dedicated link works for draft invoices however the invoice needs to be marked as sent for it to be visible in the portal without the direct link.

    #19745

    nick_12
    Participant

    AFAIK they’re marked as sent. It also doesn’t pull up any previous information on the client. Like how much has been spent and so on.

    #19746

    Hillel Coren
    Keymaster

    Do you see a mark sent option on the edit invoice page?

    Are you displaying the portal in an iframe? Maybe the top navigation is hidden.

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