Inviting your customer

A quick guide to help you send an invite to your customer to add a bank account

Omri Mor avatar
Written by Omri Mor
Updated over a week ago

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, center-right portion of your screen.

Once you enter your customer's display name, you'll be asked for some additional information about the customer.

First, you'll be asked whether the customer is a business (such as an LLC, corporation, or the like) or an individual (such as a contractor or freelancer). Depending on which you choose, you'll be asked for different information about the customer such as a legal business name as opposed to a first and last name.

Next, you'll need to add a contact for your customer by clicking the + Contact button.

You'll need to fill out a few fields to add a contact person for your customer and invite them to Routable as your customer:

  • Customer name

  • Contact's email

  • Contact's full name (first and last)

Once you've provided these details about your customer contact, click Create Customer to proceed and send the invite.

๐Ÿ“น 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 by clicking Add message (in section 2: Customer Invite Options).

What does my customer see?

Your customer will receive an email to:

  1. Confirm their contact info

  2. Add their billing address

  3. Add and confirm a preferred payment method (bank account)

๐Ÿ“š We have a guide that shows this process from your customers' point of view.

Can I resend an invite?

Yes! If you need to send an invite again, you can. do that by heading to the Company details page in your Routable dashboard.

Click the ... menu on the top right, then click the Re-send invite button to have Routable send a new invite to the customer.

If you need to re-send invites to more than one customer, you can quickly re-send multiple invites from the Invites tab on the Companies page of your Routable Dashboard

Look under the Actions column on the right for the Re-send invite button, click the button to have Routable send a new invite to the customer.

Screenshot of the Routable Dashboard showing the Invites screen

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