Enabling and using the client dashboard
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. Our article on recurring invoices has more information about recurring payments.
Enable the client dashboard
Click Settings (upper right corner).
- Only Administrators can view and change Settings.
Click Choose modules.
Check the box for Client dashboard.
Save your changes.
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:
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.