Specify if your new client is a individual or a company

Full name of the client, if client type is individual example "John Andersson" or if client type is company then example "BusinessGroup Inc"

Specify client socialSecurityNumber if client type is individual, or organisationNumber if client type is company

If clientType is a company, this is the person who is your reference at the company. Example "John Andersson"

Specify a default client email, example "john@domain.com"

Specify a default client cellphone, prefered format is international with prefix but we allow anything to be set. Only valid phonenumbers will allow sending SMS.

Valid examples: +46731234567, +46 (0) 73 - 123 45 67, 073 - 123 45 67, 0731234567

Optional region for the cellphone, used to format the number correctly with a correct region. Country code according to ISO_3166, example 'SE' for Sweden

Street of the client, example "Vasagatan 3"

Zip of the client, example "11152"

City of the client, example "Stockholm"

Specify if the client uses reverse VAT as default

Specify a internal comment about the client only visible for you as an authenticated users (never for the client themselves)

Specify the id of the document that should be sent

Select a name of the document that will be visible to your client

Specify which template to use when creating the document

Specify which which client that should be assigned to the document. You can use the action "Create client" first to store a client to be used if it is a new client.

Select which domain you want to send your invitations from.

We offer standard email templates in multiple languages, select your preferred template here.

Note: Once a template has been selected, you should not switch the domain you want to send from, otherwise your selected template may not be available.

Send your customers to this site to write their review.

This is the name from which invitations will be sent.

This is the email address that your recipients will see in their invitations.

Any replies you receive will be sent to this email address.

Note: Once a reply to e-mail address has been selected, you should not switch the domain you want to send from, otherwise your selected reply to e-mail address may not be available.

Your preferred time to send invitations. Note, this is not strictly guaranteed as minor delays may occur with processing.

These are some examples of accepted input (all relative to the time the invite is triggered). You can adjust the values by selecting “Advanced: type in a custom value” in the dropdown.

Note: You cannot select a preferred send time that occurs more than 30 days after the triggered order event.

The name of the person you’re inviting.

The email address of the person you’re inviting.

Enter the Reference ID (e.g. order number) corresponding to the order event that triggered the invitation.