Add a customer message area to the portal | Voters

Add a customer message area to the portal

complete

Chris Fricke

Have some options to display a custom message to the customer.

A use case would be dislpaying a message about billing changes, such as no longer accepting checks. Maybe something near the top of the portal or even a popup.

February 18, 2025

Sam Kushner

marked this post as

complete

This was released week of 8/4! https://flexpoint.canny.io/changelog/week-of-8-4

Head to Settings>General and the Branding tab to configure your custom message

Joseph B

Sam Kushner Awesome!!

paul.m

I would add to this the ability to allow for client downloads/uploads of PDFs. It would be extremely helpful to store our and clients forms like W-9, tax exempt, insurance, etc in the payment portal.

Joseph B

paul.m You'll probably want to make a new feature request for that vs commenting on an unrelated one.