Accepting Client Invitations

This guide explains how to manage client invitations when business owners invite you to access their Fiskl accounts in the Client Pays model.

How Client Invitations Work

When a business owner creates their account using your Client Pays invitation link, they complete their setup and send you an invitation to access their account. You receive a notification and can review the invitation before accepting.

Key characteristics:

• Applies only to Client Pays model
• Client creates and owns their account
• You receive invitation after client completes setup
• You can accept or reject invitations
• Both partieFAQs can disconnect relationship later

Finding Client Invitations

The portal shows pending invitations in the sidebar navigation.

Invitation notification:

• Look for Client Invitations below Clients in left sidebar
• Badge shows count of pending invitations (e.g., "2" if two waiting)
• Badge updates in real time as invitations arrive
• Badge disappears when no pending invitations remain

To view pending invitations:

1. Go to sidebar navigation
2. Look under Clients section
3. Select Client Invitations
4. All pending invitations display in a list

Reviewing Client Invitations

Each invitation shows important details about the client and their request.

Invitation details include:

• Client company name
• Business owner name and email
• Date invitation was sent
• Client's message (if they added one)
• Account status and subscription plan
• Branch invitation is assigned to

Client messages:

If the client added a message when sending the invitation, you can read it before deciding. Common messages include:

• Introduction to their business
• Specific services they need
• Timeline or deadlines
• Special requirements or questions

Accepting Client Invitations

Accept invitations to establish the accountant-client relationship and gain access to their account.

To accept an invitation:

1. Go to Client Invitations in the sidebar
2. Review the invitation details
3. Read any client message
4. Select Accept Invitation
5. Confirm the action

What happens after accepting:

• Accounts link immediately
• Client appears in your Clients list
• You gain full accountant access to their account
• Client receives email notification of acceptance
• You can begin working in their account
• Client pays their own subscription (Client Pays model)

Your access includes:

• View all financial data
• Create and manage invoices
• Record expenses and transactions
• Generate reports
• Manage banking connections
• Configure settings (with appropriate permissions)

Rejecting Client Invitations

Reject invitations when you cannot take on the client or the relationship isn't a good fit.

To reject an invitation:

1. Go to Client Invitations in the sidebar
2. Select the invitation to review
3. Select Reject Invitation
4. Select reason for rejection from preset options:
   • Capacity full - Not accepting new clients currently
   • Outside service area - Client location or industry not covered
   • Service mismatch - Services needed don't match what you offer
   • Conflict of interest - Existing client conflict
   • Other - Custom reason
5. If selecting "Other", enter your custom reason
6. Add optional message to client explaining the rejection
7. Select Confirm Rejection

What happens after rejecting:

• Client receives email notification
• Your rejection reason and message (if added) are shared with client
• Invitation removes from your pending list
• Client can seek services elsewhere
• No relationship established

Best practices for rejections:

• Respond promptly (within 24-48 hours)
• Be professional and courteous
• Provide constructive explanation when possible
• Suggest alternatives if appropriate (other firms, resources)
• Keep messages brief but respectful

Managing Multiple Invitations

When you have multiple pending invitations, prioritize your review process.

Review strategy:

1. Sort by date - Oldest invitations first
2. Read messages - Prioritize those with detailed requests
3. Check capacity - Ensure you can handle new clients
4. Evaluate fit - Match services to client needs
5. Respond promptly - Don't leave clients waiting

Batch processing:

For multiple invitations:

• Review all details before making decisions
• Accept compatible clients first
• Reject clear mismatches promptly
• Save uncertain cases for last
• Document your decision criteria

Client Invitation Notifications

The portal notifies you when new invitations arrive.

Notification methods:

• Email notification to your portal account email
• Badge counter in sidebar navigation
• Dashboard notification area
• Optional: Browser notifications (if enabled)

Email notifications include:

• Client name and company
• Link to view invitation in portal
• Timestamp of invitation
• Preview of client message (if included)

To manage notification preferences:

1. Go to Settings > Notifications
2. Find Client Invitations section
3. Select notification preferences:
   • Email notifications (on/off)
   • Browser notifications (on/off)
   • Notification frequency
4. Select Save

After Accepting: Next Steps

Once you accept an invitation, begin working with your new client.

Immediate actions:

1. Review their account setup

   • Check company information completeness
   • Verify tax settings
   • Review chart of accounts
   • Check banking connections

2. Introduce your team (if applicable)

   • Add team members who will work with this client
   • Assign appropriate permissions
   • Set up communication channels

3. Establish workflow

   • Agree on communication methods
   • Set expectations for response times
   • Define deliverables and deadlines
   • Schedule regular check-ins

4. Begin onboarding

   • Import historical data if needed
   • Set up recurring transactions
   • Configure automation rules
   • Train client on features they'll use

Client Invitation Best Practices

Response timing:

• Review invitations within 24 hours
• Accept or reject within 48 hours
• Communicate delays if you need more time
• Set up auto-response for holidays or busy periods

Professional communication:

• Keep rejection messages courteous
• Thank clients for considering your services
• Provide clear reasons when declining
• Suggest alternatives when possible

Capacity management:

• Track how many invitations you receive
• Monitor your client acceptance rate
• Adjust marketing if receiving too many/too few
• Plan for seasonal fluctuations

Quality control:

• Review client message for red flags
• Verify client legitimacy if suspicious
• Check for service alignment before accepting
• Document your acceptance criteria

Troubleshooting

Invitation Not Appearing

Cause: Email delivery delay or technical issue

Solution:

1. Refresh the portal page
2. Check email for invitation notification
3. Verify invitation was sent to correct email
4. Check spam folder for notification
5. Contact client to confirm they sent invitation

Cannot Accept Invitation

Cause: Branch not selected or permissions issue

Solution:

1. Verify you have appropriate branch permissions
2. Check that branch can accept Client Pays clients
3. Contact Super Admin if permissions issue
4. Try refreshing and accepting again

Client Says They Didn't Receive Acceptance Notification

Cause: Email delivery issue on client side

Solution:

1. Verify acceptance completed in portal
2. Check client appears in your Clients list
3. Ask client to check spam folder
4. Have client log in to verify connection
5. Resend notification if available

Accidentally Rejected Wrong Invitation

Cause: Human error during review process

Solution:

1. No undo feature available
2. Contact client directly to explain
3. Ask client to resend invitation
4. Accept the new invitation promptly
5. Apologize for inconvenience

Need More Help?

Invite clients to you: Inviting Clients

Understand Client Pays model: Client Pays Model

Manage client connections: Client Connections

Set client access levels: Client Access Levels