---
title: "6.23.0 Customer Portal Enhancements"
slug: "6230-customer-portal-enhancements"
updated: 2026-02-20T18:56:07Z
published: 2026-02-20T18:59:49Z
canonical: "guide.youraspire.com/6230-customer-portal-enhancements"
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 6.23.0 Customer Portal Enhancements

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/aspirething(1).png)

  

**the Customer Portal Enhancements**

---

## What’s New

Aspire has expanded the Customer Portal with new features that enhance customer interactions, payment processing, and pricing configuration. These updates provide greater flexibility in managing financial transactions and customer engagement.

### Prerequisites

- Ensure the **the Customer Portal** module is enabled in **Application Configuration** to access these features.

### Overview

Check out this introductory video from our product team for an introduction to the new the Customer Portal enhancements!

[Customer Portal 2.0_ Eastern Redbud Release Notes.mp4](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/Customer%20Portal%202.0_%20Eastern%20Redbud%20Release%20Notes.mp4)

#### **Application Configuration:** Updates to the **the Customer Portal** settings

- **Show visits** to customers in the portal.
- **Pricing Display Options** to show or hide detailed service pricing.

**Payment settings** to define payment types and ranges, including:

- Enabling/disabling **ACH** and **Card** payments.
- Setting minimum and maximum amounts per payment type.

#### **Invoice and Proposal Screens:**

- **Print and Email Actions:**
  - Allows publishing invoices and proposals to the portal.

#### **Visit Details**

![Screen capture of the Visit Details modal on the Visits screen in the Customer Portal 2.0.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/Screenshot 2025-02-07 at 11.41.00 AM.png)

- The *Visits* screen in the Customer Portal displays the most recent visit and the next scheduled visits within the next 30 days for the selected property or all Properties by default. To view additional visits, select **Load More**.
- Select a visit to display detailed visit information.
- Visit notes are limited to those marked **Publish to Portal** in Aspire Cloud to control visibility.

> [!NOTE]
> Note:
> 
> You must enable **Show Visits** for the Customer Portal in the Application configuration for visits to display in the portal.

#### **Payment Configuration updates**

- Within [Application Configuration - the Customer Portal](/may-2021/docs/application-configuration-screen), configure payment preferences, including ACH and credit card options.
  - Enable or disable specific payment types.
  - Set minimum and maximum payment amounts per payment type.
  - Allow or restrict partial payments based on payment configurations:
    - If all enabled payment methods have maximum amounts, partial payments are required.
    - If any method lacks a maximum amount, partial payments can be disabled.

#### **Publish to Portal Feature**

- A new **Publish to Customer Portal** checkbox is now available on the print and email screens for proposals and invoices. It is also included in *Visit Notes* to share notes with customers.

These enhancements help Aspire clients configure their Customer Portal more effectively, ensuring a seamless and controlled customer experience.

For more information, see the following articles:

- [Configuration screen](/may-2021/docs/application-configuration-screen)
- [Using the Customer Portal](/may-2021/docs/using-the-customer-portal-20)
- [Invoice Screen](/may-2021/docs/invoice-screen)
- [Options Menu](/may-2021/docs/options-menu-1)
- [Work Ticket Visits Screen](/may-2021/docs/work-ticket-visits-screen)
- [Customer Portal Guide](https://guide.youraspire.com/customer-portal/docs)

**Represented Item:** Properties established in Aspire

**Location in Aspire:** Properties icon in the Aspire Navigation Bar