How to password protect your invoices

How it works

When an invoice is password protected, the following will happen:

• 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 the invoice to medical aid (using invoice -> send to 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"
  • You can then enter a password
    • If the information is available, we will provide you with some useful options (e.g.: 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

• Navigate to the invoice detail page (click on the three dots on the left of an invoice -> edit invoice)
• At the top right of this page, you will see a button to "add password"
  • Click the button and choose a password in the following dialog.
  • Optionally add a password hint

Changing or viewing the password on an encrypted invoice

• Navigate to the invoice detail page (click on the three dots on the left of an invoice -> edit invoice)
• In the top right you can see the password protection details
• Click the edit button to change the password and password hint