Inviting customers automatically

You can automatically invite customers by sending them an invite link along with automated invoice reminders

To add an invite link to invoice reminders

  1. Go to Invoice Reminders - > Email Templates

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2. Click on Edit email template

3. Click on the button Merge tag

4. Select Customer login/Register button

5. The merge tag to add Login/Register button will be added as below

6. When the customer receives the email reminder they will see the below buttons to Login/Register