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Send Summary to Client

Templates

Define email templates in Settings Other E-mail templates.

Or you can send an individual email without pre-defined template.
E-mail Email is pre-filled automatically from Client card. You can change it here.
Sender Select one of the system emails from which the email is going to be sent. The system stores last selected sender and pre-fills it the next time.
Subject You can define it in templates, or change it here.
Email body Formatting a text is similar to common text editors.
Attached documents Check files to attach them. Current file is pre-checked.

How to display client portal login credentials on an invoice

In Invoicing Settings Invoice Groups, while adding a new group (+ Add new group)...

How to change graphics of client portal

4 pre-defined templates are available in ISPadmin after its installation. Defaul...

Client cannot log into client portal

If a client fails to log into the client portal, these are the possible scenario...

Where can clients find their invoices?

In the Client portal in the Invocing section In their mailboxes (if their ...

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CONTACT

NET service solution, s.r.o.
Žerotínova 3056/81a
787 01 Šumperk
Czech Republic