How to Add Client Email(s) And Zipcode(s)/Passcode(s) Through Upload
eDocs allows users to send client invoices securely via email. The email includes a link that the client will click to download their invoice. When attempting to open the invoice, the client will be prompted to enter a passcode to authenticate the user as the valid recipient of the invoice. By default, the "Zipcode" field in the client's address in BillFin will be used as the passcode. If users do not wish to use the client's zipcode as the passcode, they can use the "Passcode" field to enter some other unique code which they will need to share with the recipient.
BillFin will not allow users to email invoices to clients that are missing email addresses and/or passcodes in BillFin. (This is similar to how red flags block clients on the "Invoices" and "Payments" pages from exporting until resolved.)
The steps below will walk users through adding a client's email and zipcode/passcode manually in BillFin.
How to Add Client Email(s) And Zipcode(s)/Passcode(s) Through Upload:
- Navigate to the "Invoices" page
- Click "Upload Addresses"
A slide out window will appear
- Click "Download Template"
- Open .CSV file
- Input the client name in column "A" (Invoice Recipient Code) and column "B" (Recipient Name)
- Input client's zipcode in column "H" (Zip)
* If you do not wish to use the zipcode, enter alternative passcode in the same field
- Input client's email address in column "I" (Email)
- Input any other desired information for the client
-Save File
- Repeat first two steps to open slide out window
- Click "Upload Addresses"
- Find and select the template file
- Review what BillFin finds
- Click "Apply Addresses"
- Users will need to notify clients of their passcodes so they can open invoices (specifically if passcode is different from the default/zipcode)