Cashboard allows you to send invoices, estimates, and payment receipts to yourself and your clients.

When these documents are sent we provide a unique auto-login link for each of your clients. This link allows them to conveniently login to Cashboard without providing an email address or password.

However, if you send a document to yourself you will see this text instead:

[A unique auto-login link will be provided for your clients here]

Don’t be alarmed – your clients get a proper link. You’re just not allowed to see their section of the Cashboard interface if you’re logged into your own account.

If you need to see that section of the interface at any time simply visit the Contacts section, then click one of your contact’s names, and finally click the Login as client button.