1. From the “Sales” dropdown, select “Sales Settings”.
2. Go to “General Invoice & Estimates Settings”.
3. In the dropdown menu next to “Invoicing Method“, choose “Electronically via Email“.
4. From the “Clients” dropdown, go to “Manage Clients“.
5. Click the “Actions” button next to the desired client and select “Edit“.
6. In the “Invoicing Method” field, choose “Send via Email”.
   • Note: Make sure an email address is added to the client’s profile so you can send via email.
7. On the client’s page, open the “More Options” dropdown menu, then select “Send Login Details”.
   • Note: If Send via Email is not selected in the client’s profile, the option to send login details will not appear.