Help / Clients and messages
Clients and messages
Client records, the client portal, languages and Messages.
01
Clients
Your clients: statements, merge and archive
2 min readEvery client's projects, invoices and lifetime value, plus statements, billing copies, merge and archive.
The client portal
2 min readWhat your clients see when they sign in, how to invite them, and how to withdraw access.
Client languages
2 min readSend proposals, invoices, the portal and their emails in 41 languages, and use the app in your own.
02
Messages
Messages with your team, crew and clients
2 min readTalk in conversations that say exactly who can read them, schedule messages, search, and ask @Assistant.
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