samantha Thomsett's Avatar

samantha Thomsett

12 Jan, 2016 11:31 AM

I wish to put a link on my website for clients to log in and view their invoice is this where they go?


if so how do they get a password and log in details or is this available to them once I have created an invoice?


  1. Support Staff 1 Posted by Seth B on 13 Jan, 2016 03:47 AM

    Seth B's Avatar

    Hi Samantha,

    Just linking them to https://handmadebyme.cashboardapp.com <https://handmadebyme.cashboardapp.com/> is sufficient.

    You can assign them a password and send them a welcome email while viewing and editing their information under the Contacts tab. Finally, you might want to take a look at this help documentation for more information on the Cashboard client interface: http://help.cashboardapp.com/kb/misc/client-interface <http://help.cashboardapp.com/kb/misc/client-interface>

    - Seth

  2. 2 Posted by samantha Thomse... on 13 Jan, 2016 06:20 PM

    samantha Thomsett's Avatar

    Thanks one more question when they log in to see their project the due dates are not shown for instance we put due date for dispatch but when they log in it just says dispatch is there anyway this can be added

  3. Support Staff 3 Posted by Seth B on 13 Jan, 2016 06:25 PM

    Seth B's Avatar

    Hey Samantha,

    I’m guessing “Dispatch” is a task, yes? If it’s not shown then we might have overlooked that in the client UI. I’ll take that as a suggestion next time we’re improving the client area.

    Best regards,

    - Seth

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