If you need to hide an invoice (or a group of invoices) from the Customer Portal after your AR data is imported or synced into YayPay, you can do so by going to Settings |  Hide Invoices and creating a new rule.

Rules configured to hide invoices apply both to OPEN and CLOSED invoices in YayPay. 

When an invoice is hidden, it means that it is not visible on a Customer Portal, Statement PDF, and Rules are not triggered for the events "Invoice - X days after invoice date" and "Invoice - X days before/after invoice due date", Timeline reminders are not sent for hidden invoices, and the invoice PDFs are not included in Send reminder actions (both for Timeline and Rules).

Open invoices with an unresolved dispute  are not hidden unless you configure a rule to hide them using the invoice number as a parameter. For example: 

This rule only affects the visibility on the Customer Portal, i.e. it does not affect visibility on your internal pages in YayPay.

Hidden invoices are marked with a special Hide icon displayed in the Indicators column on customers' Statement page.

How to Hide Invoices

This section explains how to set up rules to hide invoices from the Customer Portal at either the customer or invoice level.

To hide invoices from the customer portal:

1. Go to Settings | Hide Invoices.
2. Enable the Hide invoices from Customer Portal that match one or more of the following rules check box.
3. Click on the Add Rule button.
4. Select one of the available rule types in the Type column:
   • Invoice – Allows you to hide invoices based on specific invoice data. For example, you can hide invoices with specific balances or custom statuses.
   • Customer– Allows you hide invoices based on the customer they were issued for.
     Delete

     Note

     All the invoices of the customer that matches the defined rule are hidden. 

5. Select the data field (in the Fieldcolumn) you want to base the rule on.

   Standard values, ERP custom fields, system custom fields are available in the dropdown menu.

6. Select one of the available operators in the Operation column:

   Less than (<)	Greater than (>)
   Equal to (==)	Not equal to (!=)
   Contains	Not contains
   Starts with	Does not start with
   Ends with	Doesn't end with
   Less than or equal to (<=)	Greater than or equal to (>=)
   Is empty	Is not empty

   Delete

   Note

   When setting up the functionality to hide invoices based on their creation date (i.e. selecting the createdAt field for the Invoice type), it is crucial that you enter the date using the correct date format: MM/DD/YYYY.

   The allowed operators are:

   ==

   >=

   <=

   !=

7. Define the value (in the Value column) to be matched in the defined field to complete the rule configuration.
8. Click on the Save changes button to save your rules.
9. Click on the Test button to see the rule's result:
   

Example

This is a rule to hide a selected group of Invoices from your customer’s visibility. More specifically, it will apply to Invoices that have the Memo value "Amazon Seller“.

This rule will:

• Hide all related Invoices from the Customer Portal where the memo is "Amazon Seller”.
• Not include the Invoice(s) in the YayPay Statement PDF.
• Not include the invoice PDFs into Email Reminder Actions.
• Hide the customer balance from display on the Customer Portal.
  The YayPay Statement PDF will show the customer balance “adjusted” (i.e. the balance is reduced by the amount of the hidden invoices).

Note: The Memo option is available in the Field column as it has been synced to YayPay as an invoice-level ERP Custom Field. For more information, see the the Bringing over Custom Fields from your ERP article.

Moreover, you can also create other rules. For instance, you can hide invoices with:

• specific balances, e.g. all invoices with a balance of $1500.

  

• specific custom status‍, e.g. all invoices with a custom status called On Hold.

  

• Specific system custom fields or ERP custom fields, e.g. hiding all invoices that do not have an invoice level system custom field specified.

  

  As a result, all invoices that match the defined rule are hidden from the Customer Portal web page.

  
  
  As a result, all the invoices of the customer that match the defined rules are hidden.