Add an invited organisation to your practice

If you have been invited into an organisation, you can convert it to a client of your practice.

  1. Go to Clients.

  2. (Optional) Select Invited from the list of client groups.

  3. Find the invited organisation you want to add to your practice.

  4. You can select multiple organisations in the Invited group and add them all to your practice at once.
  5. Click Add client to practice.

  6. Select an option and click Save.

    Image of the confirmation message for adding an invited organisation to the practice

If you choose not to add the organisation to your practice and click Save, you can still add it later by selecting Add client to practice from the menu icon Xero HQ menu icon.

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