How do I Resend the Caseway Invitation and Security Code to a Client?

How Do I Resend the Caseway Invitation and Security Code to a Client?

The first time you share a Document or Invoice with a client, they will be sent an invitation to register for, along with a security code via text message. Should the client not have the email or text message for any reason, you can easily resend it at any time.

To resend the Caseway security code and invitation email to a client, select the first document or invoice you originally shared with them. There will be a user icon to the right of that document.

When you select that icon, you will see an option to "Resend"

When you select "Resend" you will be given the option to change the cell phone number and email address.

The client will then receive another text message with the 4-digit pin, as well as a new email with the link to register their Caseway account. 

This is a one time registration, so after creating their own username and password, the client can utilize Caseway anytime they would like.

Read more about the registration process here.

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