How to Invite a Client to Upload

Step by step

1. 1

   Create the client

   Open Clients in the sidebar and click New client. Enter the Client name, add Notes if you like, and click Create client.

2. 2

   Open the client

   Click the client’s name, or the pencil icon in its row, to manage it.

3. 3

   Invite someone

   Under Pending invitations, find Invite someone. Enter their Email, choose a Role — Uploader or Accountant — and click Send invitation.

   For an Uploader, tick Can view the receipts they upload if they should see their own receipts. Otherwise they can only upload.

4. 4

   Follow up

   Until they accept, the invitation stays in the list. Use Resend to send it again, or Withdraw to cancel it. Once they join, you can change their role under Members.