For some reason all of a sudden I cannot send invoices via email or send any email reminders to administrators. Never had this problem before. Any reason why I suddently cannot do this as adminstrators can also be service users needing to be invoiced as well? When I am prompted to add the email address onto the invoice I get an error saying the email is already associted to an admin account.
Adding an email address to a client record creates a login that they can use to view (and pay, if you’ve set up PayPal/stripe) their invoices online. There have been many cases in the past where people have posted on the forum saying they’ve “lost access” to large parts of their account, when what had actually happened was that they’d created a client login with the same email address as their admin login and were now being signed in as a client rather than as a team member. To stop this from happening QuickFile introduced this check so that you can’t make a client login that clashes with an existing team member login on the same QuickFile account.
Depending on the specific email addresses you might be able to work around this, for example if they’re gmail.com addresses then you can add a +suffix before the @ to make a unique address that sends to the same mailbox as the plain one, so joebloggs@gmail.com would be the admin login and joebloggs+client@gmail.com could be a client login.
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