Hello. We’re fairly new to QF (2-3 months) and want to email out invoices for payment at the end of the month as usual. Our clients are well-trained into paying us via BACS etc and we have need or desire to change that. Looking at the QF system is seems we have no option just to send out email invoices for payment by the usual processes, but instead clients have to log in to the system etc. Have I completely got the wrong end of the stick? I’ve got this impression because I can’t add an email contact to a client without getting ‘set up their account area’ messages, and this isn’t what we want to do.
Can anyone shed light on this? Thank you.