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Native Download Button for Invoices/Receipts in Client Portal

I want customers to be able to download invoices and receipts directly from the client portal. Currently, they can only view them, which makes it difficult for them to keep records without using workarounds like printing to PDF.
Status: Completed2 comments

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Comments2

  • Uday Patel

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    Jun 11

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    Added fromthis conversation

    An easier way for clients to download their receipts directly from the portal would be incredibly beneficial. Our clients often need these for their own record-keeping or expense tracking, and a native download button would significantly improve their experience and reduce our support load.

  • Noah Sanches

    Team•

    Apr 24

    This is great feedback, thank you! Adding it to our list