How do I invite team members or clients to collaborate?

Inviting team members or clients to collaborate using Freshbooks can be a straightforward process. Freshbooks allows you to add team members or clients who can access specific projects, invoices, and documents. To invite team members, navigate to the "Team" section of your Freshbooks account. There, you will find an option to add a new team member. You will need to enter their email address, set their permissions, and send the invite. The invited team member will receive an email with instructions on how to join your Freshbooks account. For clients, you can invite them to view and pay invoices or collaborate on projects. Go to the "Clients" section, select the respective client, and choose the option to send them an invitation. You will be required to enter their email address and customize the message if you wish. Once completed, the client will receive an email welcoming them to collaborate. It is advisable to review the Freshbooks website for the latest features and specific instructions related to collaboration, which may vary slightly depending on updates and product changes.