To continue addressing system speed, we’ve made a couple of changes to the Client Portal “Billing” tab. Removing automatic loading in the following areas will improve system speed significantly, especially for Members with a large amount of data in the system.
On the “Billing” tab, the client’s past transactions no longer load automatically. They can click
Load Transaction History to see the full history.
On the “Billing” tab Your Transactions list, the “Applied to” invoices no longer load automatically.
Your client can click Load Invoices to see their invoices as usual.
We welcome your feedback!
Please email our Customer Success team at email@example.com and title the email “Product Feedback.” List the feature or screen you want to talk about, and include as many details as you can about what you need. Thank you for helping us to improve Service Autopilot.