The client portal
One link where a client sees everything they have with you.
On a client's record, Portal link mints a private link. It shows that client their invoices, what is outstanding, their quotes, and Pay buttons where card payment is on. Drafts and cancelled invoices are never shown. Revoke it any time; the next link is a new one.
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Still stuck? Write to us or email support@todah.ca — a person replies, usually within a working day. The FAQ covers plans, prices and the questions people ask before they sign up.