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:

  1. Confirm their contact info
  2. Add their billing address
  3. Add and confirm a preferred payment method (bank account)

We have a quick guide that shows your customer's perspective in this process.

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