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Send Login Details to the Client

 

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