I have followed instructions to not force clients to use a password to access their account but I am finding that they still are being asked to create one. This additional step, whilst I realise it is for security, is causing a delay in payments. Can I send a payment link directly to a client to circumnavigate this?
Hello @Cheryl_Stapleton
Make sure teh Enforce client login is disabled in their account
You can also attach a pdf to the email
https://support.quickfile.co.uk/t/attaching-a-pdf-copy-of-your-invoice/8893