When a customer signs up for HomeLynx, this enables them to view the project and its process in the system as well as store payments as needed to pay invoices.
If a customer does not create their account on HomeLynx, they will not be able to complete any documents that are created in the CRM, such as estimates or process payments.
It is recommended and best practice for them to sign up for the HomeLynx account so they can manage their project and for you to easily send them invoices, estimates for signature, contracts, and process their payments.