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Hi All -- anyone have a suggestion for handling the following?
I do a lot of freelance for various clients through a small agency. I want to keep each "client" separate, but the billing contact is the same for all these clients (the agency I work through). Is there any way for me to give the agency one login to see all the outstanding invoices and estimates across all these clients? Right now, it is 5 or 6 logins for this one person (1 per client). Thanks!
-Ketan
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Hi Ketan,
Nope. If you have them saved as different clients, he'll have to login as each client to see all the invoices. This is obviously for security reasons, since different clients shouldn't be able to see each other's invoices.
Sorry there's no way around this. :S
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