Disable Account Balance

Modified on Thu, 12 Oct, 2023 at 4:12 PM

This setting is found at:

Configuration -> System Setup -> Customer Portal

Disable Account Balance

ON / Enabled

When enabled (ticked), the family's Account Balance will NOT display in the customer portal.

Home screen, Family Account Balance not shown:

View Account screen, no balance with transactions visible:

View Account screen, no balance and no transactions visible:

OFF / Disabled (Not ticked - RECOMMENDED SETTING)

When disabled (not ticked), the family's Account Balance will be displayed, both on the portal Home screen and from the portal "View Account" screen (transaction display is dependant on separate configuration).

Home screen, account balance displayed:

View Account screen, account balance displayed: