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Ask a client for the month’s documents

One link for last month’s payments without a document; the client answers from the phone.

  1. 1Open the client → Documents from the client → Ask the client.
  2. 2Profflow lists last month’s bank lines that no invoice or bill explains and makes a link.
  3. 3Send the link the way you write to this client (copy it, or open it in your mail).
  4. 4The client photographs each receipt, or marks it personal or without a document.

The card says how far it is, «5 of 7 answered», and gives each file named date_sum_payee. The Month board shows it in the Documents step and closes it when everything is answered.

The files are kept in private storage that only you and the client can open. Profflow sends nothing itself.

Still stuck?

Write to a person. Say which screen you were on and what you expected to see.