Overview
Measure PM has recently updated "My Invoices" in the parent portal.
When parents log into their parent portal, the 'My Invoice' section will display all invoices for clients who are siblings and linked to the same parent portal.
Here's a video that may help you --> My Invoices Shared for Siblings
Sibling Accounts
When there are two clients who are siblings, ensure their names are listed in each other’s client details tabs. This enables the parent to use the same login to access both children’s information.
You can find more details on how to link siblings' accounts to a single parent portal in this article -> Parent Portal Facility Setup Guide
Below are the steps for a parent to find 'My Invoices' and view all invoices for clients in the same parent portal:
- Log in to the parent portal
- Click on "My Invoices"
- You should then see all invoices of clients that are in the same parent portal