How to Invite Your Team

Invite colleagues into your workspace so you all work from the same invoices, customers and company details — one company profile, one invoice numbering sequence, one subscription. Seats are bought before they are filled, so you always know what a team costs before you build one.

1. 1

   Open Team

   Go to the account menu and choose Team. Anyone in the workspace can see who is in it, but only the owner can buy seats, invite people or change their roles.

2. 2

   Buy the seats you need

   Your plan includes one seat, which is you. Set how many extra seats you want and update — you are charged for them straight away, pro rata for the rest of your billing period. You need a paid plan to buy seats, so this is not available during a trial.

3. 3

   Invite someone into a seat

   Enter their email address and pick a role. A Member can create and edit invoices, quotes and customers; a Viewer can look at everything and change nothing. They get a link that only works for that address, so it cannot be forwarded to someone else.

4. 4

   They accept

   The link works whether or not they already have a Zap Bill account. If they sign up through it, they join your workspace instead of starting one of their own. Nothing more is charged when they accept — the seat was paid for when you bought it.

5. 5

   Manage seats and access

   Change someone's role, revoke an invitation that has not been accepted, or remove a member. Removing someone keeps everything they created — only their access goes. Their seat stays yours until you choose to release it, and releasing one credits your next invoice rather than refunding you.