How to Show Financial Totals on the Client Dashboard
We know how important transparency is for maintaining a healthy relationship with your clients, which is why you have the option to show or hide financial totals on the Client Dashboard.
You can choose whether or not to show your clients the following financial details:Â
- Total outstanding: sum of all outstanding documents (the open balance)
- Total paid: sum of all payments made in this project
- Total retainer balance: sum of remaining retainer for this project
- Total available credit: sum of remaining credit for this project
To customise the financial details you want to share with your client, navigate to the Client Dashboard preview via the project overview page. On the right of the preview you will see a Share panel (click Share in the top right if this is collapsed). Check the boxes for the financial totals you want to share with your client. The preview window will update so you can see what your client will see before sending/updating access to the Client Dashboard.
After making your selections, make sure to click the "Copy link" button or "Send" button for email sharing so that your selections save.
Once you’ve clicked "Copy link" or "Send," your client will receive access to the Client Dashboard if you haven't already shared it with them. If they already have access, they will now see the totals you have chosen to show them.
To learn more about the Client Dashboard check out How to Preview and Share the Client Dashboard.