Client Area

[DomC]

Is it possible to turn off the client area as its a facility we would like to offer, or restrict clients who can access the system.

[QFSteve]

Hello @DomC

I a client record, you can choose to send via PDF

https://support.quickfile.co.uk/t/why-cant-i-send-an-invoice-as-a-pdf/8900

https://support.quickfile.co.uk/t/attaching-a-pdf-copy-of-your-invoice/8893

[DomC]

Thanks Steve
When you tick the “Allow PDF Attachment” does it turn off the access to the client area? Is that possible?

[QFSteve]

Hello @DomC

When you tick the “Allow PDF Attachment” does it turn off the access to the client area?
No it doesn’t

There is not a way to turn it off as such

You could however check “Enforce client login” in their account and not give them the password.

If they are receiving the invoice by email why would they try to log in?