After inviting a company for the first time, you may send a new invite to update information:
- Updating the payment method on file
- Updating tax information
This can be done in one of two ways: via email or via an embedded link.
To send the invitation via email, set the send_invite_email parameter to true.
Note that if both request_payment_method and request_tax_form are selected, the company will receive one email for each request.
The recipients of the email will be based on the Company's Contacts and their default_contact_for_company_management value:
- When
actionable, the contact will receive an email with a clickable link that allows them to submit information. - When
read_only, the contact will only be notified of the invitation. - When
none, the contact will not receive an email notification.
To use the embedded link flow, use the get_links parameter with a value of true.
Note that when using get_links: true, each contact will have their own invitation URL, for each of the requests selected.
You may also specify a confirmation_redirect_url to route the user to after completion of the Routable onboarding flow.