Hi, I can’t seem to find a field to add the clients email address in. Is this because I have a basic free account? I have set up re occurring invoices, and ticked to be emailed via PDF, but under “Modify client details” there is no field for email address. See screen grab attached.
Hoping someone will help. I search the help topics in here and I couldn’t find anything.
Hi @charrimmer,
When you view a client you can see the contact details on the client overview. If there are no contact details stored you will see the following
If you click add new contact you will be able to add a contact name and email address for them.
I hope this helps, but if you require any further help, please don’t hesitate to get in touch.
Please can you show me where I click to find this…
If I click on Sales > View Clients the following screen appears:
Hi @charrimmer
To view this you will need to either click on the client name (e.g. Mr & Mrs C Rimmer) or on “View” this will bring up the client dashboard.
The “Contact Details” section is approximately half way down the page on the right hand side.
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