Frequently Asked Questions

Paying accounts are disabled after three days if payment may not be processed.

This usually happens because you don’t have a valid credit card on file with us.

If your account has been disabled

Visit this page to change your billing information and make a payment.

If a successful payment is made at that page your account will be enabled again immediately.

This can also happen if you don’t have a valid email address on file

If you have signed up and the signup email bounces your account can and will be disabled. Email us with a proper address to get it reactivated.

When you create your clients by default they will not receive an email.

You must make sure to check the small box underneath the email text area that reads “Send welcome email with generated password”.

This option is off by default.

Also have them check their SPAM folders to make sure the emails aren’t being caught by an overzealous spam filter.

If you’d like to send a user (client or employee) their sign up email again

1. Edit their account from the Companies & People tab.
2. Click on the “Reset password and send welcome email notification” link on the right of that screen.

Where email comes from

All emails sent from Cashboard will come from your account owner’s email address. It’s a wise idea to check your own email to make sure that they aren’t bouncing.