Is it possible to hide the status of estimates / invoices in the client area?

Try All Settings > Invoice Style > click on Status box and tick option Hide the status image stamps on all sales invoices

Thanks for this, however it is not the stamps I wish to hide, it is the status field in the client area, I.e. When a client logs on to the system and sees an overview of invoices, estimates etc, I would like to hide the status field on this view if possible

I’m afraid this is not something that is possible right now. I will switch it to a feature request and if it gets more attention we can certainly look at this.

Thanks Glenn, I feel there is no need for my clients to see what has been sent or converted as it would not appear anyway, I feel the fact that an estimate has been converted is for my reference and not the clients. Not a big issue, thanks for considering Rob

OK I didn’t know that’s what you were angling at here. I just thought you wanted to hide the status column for invoices and estimates. I agree showing the status ‘CONVERTED’ to the client is not a good idea. I think rather we need to rethink how this status is displayed on the client end, perhaps sh…

Hi Glenn, thanks for your help, showing as" invoiced" would be much better than “Converted”, you could argue whether the status needs to be there at all within the client area? Thanks again Rob

Hi Glenn I think the status column would be better replaced by the purchase reference, as it stands clients can only see the estimates number and description which in my case means nothing to my clients looking through a long list of estimates, currently each estimate has to be clicked on to determ…

I still think the status column should stay, if we remove it I’m sure other users would not be happy. If you’ve sent a bunch of quotations to your client it’s useful to be able to see which ones were accepted and which ones were declined. For invoices which uses the same screen the status will show …

Hi Glenn, I agree the status is very useful for the Administrator, I was only referring to the status column in the client area alone. however your previous suggestion of changing “converted” to “invoiced” would be just as good. Regarding my other suggestion, would it be possible to add a column sh…

Including the purchase reference is something we can do without to much trouble. I’ve made a note of this for now.

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Hide status 'CONVERTED' in client area (Implemented)

Feature Request

Glenn 18 February 2014 14:45 12

Thought you may like to know…We’ve added a purchase ref. column in the client invoice/estimate view list.

Client Area - More information on "My Control Panel"