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:
- Navigate to the Accounting section, then click the kebab icon in the far right column under the Invoices & Payments tab and select Share via Portal from the drop-down menu.
Or,
- 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.