Invite a client to E-invoice

Name: Invite a client to E-invoice
Duration: 1 min 27 s
Description: Invite your clients to join E-invoice to collaborate and manage accounting together

🕓 1:27

Invite your clients to join E-invoice to collaborate and manage accounting together

Open Client List — This is where you manage your clients and send invitations
Send an Invitation — An invitation email will be sent with a personalized registration link
Confirm the Invitation — The invitation will be sent by email with a secure access link
Invitation Email — The client receives a personalized link to create their account
Registration via the Link — The form is pre-filled with the client's email and accounting context
Create the Account — The client creates their account — you will have access automatically
Access the Client Account — As an accountant, you can switch to your client's account and view their data