How it works

• PDFs sent to your clients will be password-protected using the password that you set.
• The invoice webpage will be password protected with the same password.
• When sending a password-protected invoice to a medical aid, the PDF will not be password protected.

Steps:

When creating an invoice

• When creating an invoice, on the confirmation screen, expand the panel: "Password protect" to enter a password.
• If the information is available, we will provide you with options (eg: the client's ID number, phone number or email address).
• You can also provide a password hint to help the client know what password to use.

Password protect an existing invoice

• Go to the invoice detail page and click on the three dots on the left of an invoice > Edit.
• At the top right of this page, click on Add Password to choose a password and optionally add a password hint.

Changing or viewing the password on an encrypted invoice

• Go to the invoice detail page and click on the three dots on the left of an invoice > Edit.
• The password protection details are displayed on the top-right.
• Click the edit icon to change the password and password hint.