Enabling and using the client dashboard

This article is for Administrators and some Managers. Learn more about permissions. If you’re a Member, check out our Member resources.

The client dashboard allows your clients to view all of their outstanding invoices and recent payments and manage any recurring payments from their web invoices. The client dashboard doesn’t require your clients to sign in to your Harvest account; it can be reached from a web invoice or by bookmarking the unique, secure URL the web invoice leads your client to.

The client dashboard module needs to be enabled in order for your clients to view invoices and recent payments from it, but any clients with recurring payments set up will be able to manage those payment settings from the client dashboard even if you haven’t enabled the module. 

Enable the client dashboard

  1. Head to Settings > Modules

    • Only Administrators can view and change Settings.
  2. Click Choose modules

  3. Select Client dashboard.

  4. Save modules.

If you later decide you don’t want the client dashboard active, go back to the Choose modules page, uncheck the Client dashboard box, and save your changes.

How the client dashboard works

When the client dashboard is enabled, both you and your clients will see a client dashboard header at the top of any web invoice:

Screenshot of button at top left of web invoice saying "See All Open Invoices"

Your client can click the See all open invoices button to get to the client dashboard. This is a unique, secure URL that doesn’t require them to sign in. You can always grab this URL to send directly to your client if you’d like.

This screen will show your client any outstanding invoices and recent payments. Each of these items is a link to the associated invoice. The total amount outstanding is also shown in the outstanding invoices section. If your client has recurring payments enabled on a recurring invoice, they can also edit payment details and check upcoming payment dates from the client dashboard.

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