Invite my contacts

This page is the starting point for a firm: it shows how to invite your clients (and your suppliers with a Premium subscription) to E-invoice, and how to earn a bonus for each invitation.

Quick Setup

1. Open the My Firm menu, then Invite my contacts.
2. Click Go to my clients to invite your clients.
3. With a Premium subscription, click Go to my suppliers to invite your suppliers.

Setup

Who can open this page?

Only accountant and firm accounts (including firm partners) can open this page. Other users are redirected to the home page.

Clients

When you invite your clients, they automatically grant you access to their account so you can manage their accounting. No extra steps are needed.

The Go to my clients button opens your client list, where you send the invitations.

Suppliers (Premium)

Invite your suppliers to join E-invoice to simplify document and invoice exchanges.

The Suppliers card appears only if your subscription is Premium. The Go to my suppliers button opens your supplier list.

Invitation bonus

For each invited contact who subscribes, you receive a bonus equal to their welcome discount. The bonus is credited directly to your balance.

Best Practices

• Start with your most active clients: access is granted as soon as they accept the invitation.
• Also invite your recurring suppliers to receive their invoices directly.
• Check the number of available seats before creating new folders (menu My Firm > My Clients).

Troubleshooting

• The “Invite my contacts” page is missing from the menu: your account is not an accountant or firm account, or you are working in a client folder: go back to your own company first.
• I do not see the Suppliers card: this card requires a Premium subscription.
• The bonus does not show on my balance: it is credited only when the invited contact subscribes.

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Need help? Contact our technical support.