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Why am I Unable to Close an Order?

Clients must have an owner invite sent and accepted before the order can be closed.

To send an owner invite:

  • Go to the Client page (or click here)
  • Select the Client for the order that needs to be closed
  • Select the + Invite  next to Team Members
    invite
  • Add the owner email for the account
    • Note: If the invitation for the owner of the Client account has already been sent, check that the owner has accepted the invitation.

If you are still having trouble, please reach out to support@confidentlims.com for assistance.