How do I connect with businesses from invoices app?

Updated on November 29, 2015 10:45PM by Admin

Business connections allow you to connect with other businesses and it can also be made from Invoices app.

Steps to Connect With Business from Invoices App

  1. Log in and access Invoices App from your Universal navigation menu bar. 
  2. Click on “Create Invoice” button and select “Create New Invoice” from left navigation panel.
  3. After creating an invoice, click on “Email Invoice” button.
  4. You can view "Send Email" popup, enable "Invite to be a Business Connection" check box.
  5. If you are a standard plan user you will receive a plan upgrade pop up. 
  6. Click on “Send” button to email an invoice with business connection invitation.

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