Send Login Details to the Client
- From the Sales screen, select Sales Settings.
- Go to 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.
- Note: Make sure an email address is added to the customer’s file so you can send via email.
- 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.