Existing customers in Quickbooks are automatically permitted into the portal. However, to inform them of the website URL, they must be invited. To invite them all, go the the ENROLLED CUSTOMERS tab, click INVITE ALL. To invite individual customers, go to the ACTION column, find the customer in the list and click on SEND. A green SENT icon will appear in the STATUS column. The customer(s) will receive an email invitation to begin placing orders via the B2B e-commerce portal that includes a link to the website, login (customer’s email) and automatically generated password (which can be updated).
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