Send Login Details to the Client
- From the “Sales” screen, select “Sales Settings”.
- Go to “General Invoices/Estimates Settings”.
- In the “Invoicing Method” dropdown menu, choose “Electronically via Email”.
- From the “Clients” screen, go to “Manage Clients”.
- Click the “Actions” button next to the required client, then select “Edit”.
- In the “Invoicing Method” field, choose “Send via Mail”.
- From the client’s screen, open the “More Actions” dropdown menu, then select “Send Login Details”.
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- Note: Make sure an email address is added to the customer’s file so you can send via email.
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- Note: If the “Send via Mail” option is not selected in the client’s file, the “Send Login Details” option will not appear.