Shared projects

On a project you can invite the client to see project progress. Go to the project settings and activate client access to select who to invite.

An invited client can see the board and list view, can see uploaded documents, mileages, expenses and transactions (client pays invoice)

On a task the client can see
– Assigned staff
– Tracked time per staff
– Due Date
– Tags
– Description
– Attachments
– Checklists
– Comments (client can write comments)

On the Dashboard page, the client is able to see some general information about his business relations with you:
In the ‘Invoices’ table, he can see the number of invoices received, paid and the amount which should be paid. Also, on the right side, he can see the number/amount of overdue invoices and their overdue period:

The ‘Sent invoices’ graphic is where the user can take a look at the visual difference between received invoices (not paid yet), paid invoices and overdue invoices – information grouped by months.
In the ‘Invoices’ tab, the client will be able to see:

– ‘All Invoices’ – all received invoices (which include received and not paid invoices, paid, partially paid, overdue and canceled)
– ‘Unpaid invoices’ – includes received and unpaid invoices, partially paid and overdue invoices – basically all invoices that haven’t been paid yet
– ‘Payments’ – all payments made the by the client
– ‘Retainers’ – all received retainers
– ‘Account Statements’ – a report which shows the detailed summary of operations between you (as a vendor) and your client.

In the ‘Estimates’ tab, your client can see:

– ‘All Estimates’ – the estimates received from you
– Estimate history: The Client will not see, how often the invoice was updated (draft). You just share the history from the point you activate / send or client pays the estimate.

The ‘Settings’ allow your client contact to review information about his company and change some details about it:

In this section, the client:
– can see but cannot change his company name, client number and custom fields.
– can see AND change address (billing and shipping address), other info (score, default template) or company logo.

Why can’t I delete a client? I’m getting a “Please correct the following” error message.

You cannot delete a client if this client is associated with an active invoice, estimate or project.
To delete a client – first delete all related invoices, estimates, and projects.

Invite and Re-Invite client

As you already know, you can invite client’s contacts by entering their first name, last name and email, then marking the checkbox ‘Invite contact’ and entering the temporary password (it’s the password available when logging in for the first time – during the first log-in to the client’s account, the client will be able to change the password):

After you click ‘Save Client’, this client will receive an invitation.
Note: if you don’t want to invite this contact, just leave the box ‘Invite contact’ unchecked.
You are able to invite clients at any time. But if for any reason your client lost the invitation email – you can reinvite them. The steps are similar to ‘Invite Contact’, but if this client was already invited, you will see the checkbox ‘Re-invite contact’:

By the way, you are also able to change the invitation email. You can find it, review and modify in Settings -> Text Templates -> pick the ‘Email – New Clients’ text type.

Learn more about text templates from here.