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Send Login Details to the Client

 

  1. From the “Sales” screen, select Sales Settings”.
  2. Go to “General 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”. 
  7. From the client’s screen, open the “More Actions” dropdown menu, then select “Send Login Details”.
    • Note: Make sure an email address is added to the customer’s file so you can send via email.
    • Note: If the “Send via Mail” option is not selected in the client’s file, the “Send Login Details” option will not appear.