I have created an invoice to e-mail to the client but there is no link to copy and paste to e-mail, I currently have to save and e-mail via our e-mail address. Also can not click on my dashboard.
Can you provide invoice number where you’re experiencing that?
Hi invoice number 37389
Have you set up a contact for the client? Quickfile works on the assumption that you will be emailing directly to clients from Quickfile so it doesn’t provide you with a link to send yourself. What you can do though is copy the link from the invoice preview screen before sending.
This appears to be because you don’t have a default contact for the client. You have a contact but they aren’t marked as the default.
Please try again now.
Yes the link is there now. I have only done what i have been doing for a while now. Still can not click on dashboard.
I have no idea about the dashboard link, I cannot replicate this issue at all. But please provide @PeterK with the details on the other thread and we’ll take a look.