While logged into your account, head to your Companies page.
You can send a new invite to a customer by selecting the "Add Customer" button in the top right corner.
Composing your customer invite
You'll need to fill out a few fields before sending the invite, including:
Customer name
Contact's email
Contact's full name (first and last)
And don't forget to select the checkbox to invite 😉
We recorded a quick walk-through:
Can I personalize my invitation?
Of course! When you invite your customer you'll be able to add a personalized message.
What does my customer see?
Your customer will receive an email to:
Confirm their contact info
Add their billing address
Add and confirm a preferred payment method (bank account)
We have a quick guide that shows your customer's perspective in this process.