Create New Client

Manually add a new client to your portal. Account number will be auto-generated.

After Creation:

Client will have status "Invited". Send invitation email via Dashboard → Data → ClientPortalUser

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Have 50 employees to add?

Use Bulk Onboarding to import them all at once from Google Sheets.

ⓘ Basic Information

Full Name *

Email *

Company *

Phone Number

Date of Birth

Client Role

Default Net Term *

Default Invoice Type

Automatically apply net term to new invoices

Address Line 1

Address Line 2

City

State/Province

Postal Code

Country

Invite Other Users

Send invitation email automatically after creation

Client will receive an email with login instructions and a link to set their password.

Primary Brand Color

Company Logo

Upload Logo