{"id":37863,"date":"2025-09-10T07:30:12","date_gmt":"2025-09-10T07:30:12","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=37863"},"modified":"2025-12-31T11:34:15","modified_gmt":"2025-12-31T11:34:15","slug":"sending-login-details-to-the-client","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/sending-login-details-to-the-client\/","title":{"rendered":"Sending Login Details to the Client"},"content":{"rendered":"
    \n
  1. From the “Sales”<\/strong> dropdown, select “Sales Settings”<\/strong>.<\/li>\n
  2. Go to “Invoicing Settings”<\/strong>.<\/li>\n
  3. In the dropdown menu below “Invoicing Method<\/strong>“, choose “Send by Email Only<\/strong>“.<\/li>\n
  4. From the “Clients<\/strong>” dropdown, go to “Manage Clients<\/strong>“.<\/li>\n
  5. Click the “Actions<\/strong>” button next to the desired client and select “Edit<\/strong>“.<\/li>\n
  6. In the “Invoicing Method<\/strong>” field, choose “Send via Email”<\/strong>.\n
      \n
    • Note:<\/strong> Make sure an email address is added to the client’s profile so you can send via email.<\/li>\n<\/ul>\n<\/li>\n
    • On the client’s page, open the “More Options”<\/strong> dropdown menu, then select “Send Login Details”<\/strong>.\n
        \n
      • Note:<\/strong> If Send via Email<\/em> is not selected in the client’s profile, the option to send login details will not appear.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n","protected":false},"author":29,"featured_media":0,"template":"","categories":[2150],"tags":[],"class_list":["post-37863","tutorial","type-tutorial","status-publish","hentry","category-sales-settings"],"yoast_head":"\nSending Login Details to the Client - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/sending-login-details-to-the-client\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sending Login Details to the Client - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"From the “Sales” dropdown, select “Sales Settings”. 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