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Client Area Refresh


#1

These last few weeks we’ve been busy working on a complete redesign of the Client Area. We’re now ready to start rolling out this update. The new interface should feel much cleaner and more intuitive, it’s also fully optimised for mobile and tablet devices.

Tabbed Dashboard

We’ve moved all the contact information into a dedicated page and replaced the separate invoice / estimate tables on the right with a tabbed view. Your clients can quickly get to the important stuff, like viewing invoices and settling any outstanding balance.

We’ve also modernised the horizontal menu, while still retaining support for custom links.

Responsive design

Whatever device your client uses to access the portal, the interface will remain fluid and easy to navigate.

Enabling the updated Client Area design

Right now you will need to manually switch over to the new design. You can do this by going into your Client Area Customisation view in “Account Settings” > “Design Customisation”.

We hope that the new client area is a step forward from the old design. We’d love to hear any feedback you may have, so please don’t hesitate to get in touch.


Client Area Design
#4

#5

would be handy on the Unpaid Invoices screen to show the Amount Outstanding against the INDIVIDUAL invoices,
Regards
Dave


#6

Updated to the new Client Area design. There is now a button “Pay selected” when looking at unpaid invoices, as there is no integrated payment method on this account the button does not actually do anything.

Is there a way to edit this button out of the client area, previously this was not showing on unpaid invoices.


#7

Hi @alan_mcbrien

I’ve asked a developer to take a look as the button shouldn’t be there if there are no available payment methods.


#8

This should be fixed now, thanks for letting us know.