Invite Link (Independent Organization )

Step 1. Log in with valid credentials.

Step 2. Click on Profile Settings.

Step 3. Copy the invite link and send it to the invitee’s email ID.

Step 4. The invitee clicks on the link and is redirected to the Sign Up screen.

Step 5. The invitee enters all required details and clicks on the Create Your Account button.

Step 6. A verification link is sent to the invitee’s email. Once verified, the invitee is redirected to the Step-1 and Step-2 onboarding screens and then lands on the Dashboard screen.

Step 7. Click on the Client module under People.

You will be able to see the client’s name and email ID of the user who shared the invite link with the invitee.

Step 8. Similarly, the shared user will also be able to see the invitee’s client name and email ID in their Client section.

Step 9. Create an invoice from the Platinum business using the invitee’s client, and invoice #129 will be created. It will be visible in the From Me section of the shared link user and vice -versa

Step 10. The same invoice #129 will also be visible in the Qupic business (invitee’s account) in the To Me section.

Updated on: 12/08/2025