Topic: What do Clients view when they log-in?

Sorry, I’m not following. Can you perhaps mail me some screengrabs with what you’re sending vs what you’d not like to see?

Topic: What do Clients view when they log-in?

http://info.getcashboard.com/topics/client-project-view

Best way to test is create yourself an account with another email address for that company, and login.

Topic: Hiding Rates

I agree, this is vital in some of my jobs as well to be able to timetrack using rates without having those rates disclosed.

Topic: Hiding Rates

Got it this time – I’ll be taking a look at it…

Topic: Hiding Rates

...I never got an email. Did you forget to send it? :)

Topic: Hiding Rates

Could you possibly email me a copy of one of these PDFs so I can see what you mean? (support at getcashboard dot com)

I do agree, there should be a way to mark these manually sent. There was that feature once upon a time, but it was removed in favor of doing it automatically when sent via email. This will probably reappear as a checkbox on the Details screen of each invoice.

It makes total sense to have that capability if you plan to print out invoices instead of sending them electronically.