Client Portal disabled - but quotes require login...?

Hosted • invoicing.co | v5
1

Hi there,

I have the Client Portal feature disabled; I want to be able to just email the quote link to a customer for approval - and it works sometimes, and other times the link opens up a client portal login page.

What do I have to do to set it up so we can just send the quote link to a customer for approval without them having to create an account or login to a client portal?

Thanks,

Shawn

2

Hi,

Can you check that the password protect invoices is disabled on Settings > Client Portal > Authorization.

Also is there a pattern as to when it does/doesn’t work, maybe there are custom settings defined for a group or client.

3

Password protect invoices is disabled.

I thought that the pattern was that whenever there wasn’t a contact in the Client profile, that’s when it would open up the portal login instead of the quote - but this time that’s not the case.

4

Now it appears all quotes and invoices are forwarding to the client portal login page…

5

@david do you have any suggestions?

6

Hi @hillel and @david - bumping this thread because it’s a time-sensitive issue that is impacting a potential 6-figure sale…

7

It appears to be working now. :man_shrugging:

8

@InfoWrangler

Are you seeing this issue when you attempt to view the invoices/quotes yourself? Or are you clients also seeing the login page?