In the previous version, we would set a password for each client. The client would use their email address and the assigned password (or if you didn’t assign a password, the first generated invoice would assign a password to the account). This way the client would have one password to remember each time they log in.
But with the latest version, it looks like the Password field has been removed from the Clients are (unless you enable Password Protect Invoices in Settings and assign it a password). In the Settings are, we can enable the Password Protect Invoices, which (if you don’t assign it a password) gives the client a new password each time a quote or invoice is generated.
If you go to the client profile, you can see the Password field there and assign it a password, but it doesn’t appear to work because the client can view the invoice without needing to provide the password.
If you don’t assign the client a password, the system will generate a new password each time a Quote/Invoice is created. So, it appears that if you create a Quote/Invoice (#1), it will send the email with a password. Then you create another Quote/Invoice (#2), it will send out a new password.
If the client goes to Quote/Invoice #1, the password doesn’t work, you HAVE to use the password from the latest Quote/Invoice and it will load up the latest Quote/Invoice. The only way to get to the other invoices is by clicking Quotes or Invoices in the menu.
This seems very strange set up.