Invite
You can send invitations by email (free) or postal mail (only available in Sweden at extra charge).
To invite customers, complete the following steps.
- On the Summary page, click Ready to be invited.
- Edit the invitation text by clicking the Invitation text button.
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Select the check box next to the customer ID to invite the customer.
To select all customers, click All on the Select drop-down menu.
To search for a specific customer, type the search criteria in the text box.
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Specify whether to send the invitations by email or postal mail when both options are available.
The Send by column indicates how a customer can be invited:
(mail),
(email), or either if both options are available to the customer.
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To invite customers by email, specify the deadline and click Send email.
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To invite customers by postal mail (only available in Sweden at extra charge), specify the deadline and click Send mail.
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- Select Auto reminder to automatically remind customers that are not responding to your invitation.