- Complete the contact's details, ensuring a different email address than the master account and using the business / organisation name and address
- Tick the option to configure as a sub-account with client area access
- Under PERMISSIONS, tick the option for View & Pay Invoices
- Provide a secure passowrd - at least 8 chracters, including a capital and digit and different to your own password
- Under EMAIL PREFERENCES tick the option for Invoice Emails - Invoices & Billing Reminders
- Save Changes
Of course! we recognised that many companies have a separate department that deals with invoices and payments, even if it is just a second person in the office. Our billing system allows for additional contacts to be added. This is accessed from the Dashboard menu Account > Contacts/Sub-Accounts. You need to:
- invoice, invoices, account, accounts, contact
- 0 Users Found This Useful