Hi, I have been emailing statements to clients and attaching a pdf version of them. However with some clients this is not provided as an option. Is there a reason why this option is given for some clients and not others? Is there a particular variable that I need to be aware of?
Thanks.
Hi @picassohr
There is an option which is set on a per-client basis. You can change it by going into that client and modifying them:
And then ensuring this option is checked:
Obviously with this option, you wouldn’t be able to check if a client has logged in to view invoices, estimates or statements, whereas if they are provided with just a link, QuickFile records them logging in, in their event log.
Hope that helps!
That’s fab, must have missed a couple when I set up the client records. Thanks for such a quick response!
No problem! 
Let me know if you need any further help.
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