Frequently Asked Questions

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.