How to Invite Clients and Manage their Details

You can invite a client by going to 'Manage Clients' in the left panel. Select the client organization you wish to invite, go to 'Client users' section inside this orgnaization and add and invite new users.

To manage the client details, you can upload documents in the 'Other Details' tab. You can also create invoices in the 'Client Invoices' section and payment requests in the 'Payments from Client' tab.

In the list of clients in the 'Manage Clients' tab you can mark a client as active or inactive.

For better understanding please watch this tutorial video.