Manage open client invitations

Check the status

Open Invitations at firm level. It lists invitations that have not been accepted. Check the recipient and whether the invitation is pending, expired or needs confirmation.

If the invitation was saved but its email failed, you do not need to immediately create another client.

Resend or share the link

Use Resend and check the message identifying the recipient email. Use Copy link to pass the invitation to the intended client yourself. The link provides access to the invitation process; do not share it with others.

Use Revoke when the invitation should no longer be usable. Read the confirmation: the previously sent link becomes invalid.

Confirm a claim

Sometimes someone signs up and AirBill asks you to confirm their connection to your firm. Check the person, business and chamber of commerce number.

Confirming links that administration to your firm and gives your team access. Reject the claim if it is not the intended client. The invitation then stays open, but that person will not automatically be matched to the same invitation again.

After confirming, check that the correct business appears in the client list.