Invoiceninja: Feature Request: Client Dashboard

[btafoya]

It would be nice to show the basic client information on the dashboard, with maybe the option for the client to update their company/contact information (pending approval). Not sure why it current;y does not display at least the Company Name.

Thanks!

[crystalenka]

I second this, the client dashboard is confusing to my clients because it doesn't show their information...it shows mine. Having at least the company name would help clear things up a lot.

[hillelcoren]

Thanks, we'll look into adding it.

[joel6890]

Second from me as well. Changes I'd make to the current dashboard:

• add company info, as stated above
• Have a client sign-in page so clients can sign in any time to view their invoices (billing.xyz.com/client/login or similar), complete with self-serve password reset link; this way a client doesn't have to initiate the portal session through a link emailed to him.
• Along with the above, keep the long randomly-generated URLs so clients can view / pay their invoice with a simple click, without logging in
• Allow clients to view / edit credit card payment accounts

@hillelcoren Want me to email you screenshots of a competing project that I am probably going to switch from? I like its client portal better but Invoice Ninja's overall feature set is more closely suited to my business needs.

[hillelcoren]

@joel6890 Thanks for the feedback! If you could email the screenshot to [email protected] it'd be helpful.

[hillelcoren]

In our next release we've added the company info to the client portal dashboard, and (by default) have removed the activity table. We hope to add the ability to update credit card details in a future release.