> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.invoicera.com/sitemap.xml
> Use this file to discover available pages before exploring further.
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# Invite Link (Independent Organization )



** Step 1. Log in with valid credentials.**

###   ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_kad2li.png)

  ** Step 2. Click on Profile Settings.**

   ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1rxtbpu.png)

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

  ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_l56pl3.png)

 **Step 4. The invitee clicks on the link and is redirected to the Sign Up screen.**
  ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1m4mgu6.png)


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

  ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1jofdf9.png)

 ** 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.**

  ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1di4jt1.png)


  ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_15soxal.png)


  ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_15j6hx5.png)

  **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.

  ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_154rzrb.png)


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

  ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1eldioh.png)

  **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**

 ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_135sj3x.png)


  ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_7t67dt.png)

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


######   ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_ut6i03.png)