Where email comes from

User-related 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.

Emails for commentable items (invoices, estimates, payments) will come from a unique Cashboard email address. This email address will look something like app+[unique id]@cashboardapp.com.

Doing so allows Cashboard to track comments on your documents which you can refer back to at a later date.

Cashboard welcome messages

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.