Who is a client? How do I invite client?
A client is an external user role on MoneyPenny.me which has limited access to your admin account.
You can invite your customers as clients so they will be able to view their invoices and estimates and pay them online.
To invite clients to your company account go to, Contacts ➝ Clients ➝ Add Client ➝ enter data, click ‘Invite contact’, assign password and click ‘Save Client’
After clicking ‘Save Client’ the client will receive an email invitation to their profile.
To delete clients go to, Contacts ➝ Clients ➝ check-box of client and click ‘Delete’
The client will be moved to the list containing deleted clients.
All deleted clients (clients from this list) will not be able to login to your account.