You must share an invoice or a document with a Contact in order for them to receive an invitation to register for Caseway.
To share an invoice of a document:
- Click on the Accounting icon to access the Accounting module.
- Under the Invoices & Payments tab click the More icon in the far right column and select Share via Portal from the drop-down menu.
- Click Documents to display your list of documents. Hover over the date column until you see the More Actions menu. Select Share via Portal from the drop-down menu.
Article is closed for comments.