1. First, navigate to the Customer Portal section under Customers.

  2. To invite a customer:

    • Click on the "Add New" to open the invitation settings
    • Select the customer you want to invite from your existing customers list
    • Choose which business profiles they should have access to
    • Select the permissions you want to grant them:
      • Estimates
      • Invoices
      • Recurring Invoices
      • Worklogs
      • Packages
      • Proposals

  3. When you save the invitation:

    • The system will automatically generate a unique invitation link
    • An email will be sent to the customer with the invitation link
    • The customer can click the link to create their portal account

  4. You can manage invited customers by:

    • Viewing their status (Pending, Accepted, or Declined)
    • Resending invitations if needed
    • Revoking access if required
    • Updating their permissions