eDocs
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 ...
How to Add a Client Email and Zipcode/Passcode in BillFin Manually
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 ...
eDocs - Sending Invoices By Email
eDocs is an add-on feature that allows users to electronically send invoices directly to their client's email addresses. Like all add-on features in BillFin, this will include an additional cost to subscription plans. If you have any questions about ...