Congratulations! You’re ready to add a new client. There are two ways you can do it:

• Add the new client's details yourself
• Send the new client an invitation

If you've opted to offer your new client a 30-day free trial, you can switch on their free trial during the process of adding or inviting them.

Follow the steps below for both ways to add a new client.

Add a new client directly

Adding a new client in the Client management area of iCompleat means your new client is ready to start exploring and configuring their company in a matter of seconds.

Follow these steps to add a new client.

1. On the homepage, select Client management.
2. Go to Add a new client.
3. Enter the Client name.
4. Select Yes or No to choose whether or not the new client will begin with a Free Trial.
5. Select the client's Registered Country from the drop-down.
6. Select the client's Accounting software from the drop-down.

   If their software isn't listed, select I use other accounting software not on this list.

7. (If no free trial) Enter the Number of users you wish to allocate to this company, or use the up/down arrows to adjust the number.
8. Select Create new client.
9. Your client is created, and a dialog box appears asking if you'd like to log into your new partner client.

   Selecting No will return you to the Client management page, where your new client is now listed.

   Selecting Yes will let you explore your client's brand new iCompleat company. Once in your client's company, you can select Click here to return at the top to go back to Client management at any time.

   

Invite a new client

You can send an invitation to a new client so that they can sign up themselves. Your invitation will look something like this, complete with your co-branding. 

Follow these steps to invite a new client to iCompleat.

1. On the homepage, select Client management.
2. Go to Invite a client.
3. Enter the client's Company name.
4. Enter the client's Email address. The invitation will be sent to this email address.
5. Enter the client's Name. The invitation will be addressed to this name.
6. Select Yes or No to choose whether or not the new client will begin with a Free Trial.
7. Select INVITE.
8. A dialog box appears confirming your invitation has been sent to your new client, along with the invite code and activation hyperlink that they received with the invitation.

   Use the buttons to copy these credentials to your clipboard for safekeeping in case your client loses their invitation.

   
9. Select OK to finish.
10. When your client clicks the hyperlink in their invitation, they're redirected to a sign up page where they can enter their company details, along with their unique invite code.

Configure a new client's subscription

Once you've added a new client, or a new client has signed up through an email invitation, you need to activation their subscription and add some credits to their account so they can begin processing invoices. 

If you added a new client directly rather than sending them an invitation, you will have already selected how many users you'd like to assign to their company. This means that you'll already see a projected Monthly cost against the client in Client management. However, you can still adjust the number of users while you're activating their subscription if you need to.

If your client had a 30 day free trial, you'll need to either activate their subscription any time during their trial, or archive the client at the end of their trial if they don't want to sign up. To do this, go to Client management, hover over the Actions menu to the right of the client, and select either Archive, or Activate subscription.

To configure a new client's subscription, follow these steps.

1. On the homepage, select Client management.
2. Next to your new client, hover over Actions, and select User assignment.
3. Enter the number of users you'd like to assign to your new client's company, or use the up/down arrows to adjust the number.

   Then, select OK to save your changes, or Cancel to return to the clients list view.

   
4. Next to your new client, hover over Actions again, and select Change payment profile.
5. Select whether your new client will pay Monthly or Annually.

   If you select a different plan to the one already selected, a banner appears letting you know when the change will come into effect.

6. From the drop-down, select whether iCompleatBuy will be On or Off for the new client.
7. When you're happy with your changes, select Confirm changes.

   If you've made no changes, select Cancel to return to the client list.

   

Your new client's subscription is activated! Continue to Add invoice credits.

Add invoice credits

Invoice credits let your client receive invoices in iCompleat. For every invoice that they receive, one invoice credit is deducted from their balance. Go to Sending invoices to iCompleat to learn more about invoice credits.

Follow these steps to add invoice credits to your new client's account.

1. Next to your new client in Client management, hover over Actions, and select Add credits.
2. Select the amount of invoice credits you'd like to add to your client's account.

   The more credits you add at any one time, the less your client pays per credit.

   
3. (Optional) Select the checkbox if you'd like iCompleat to automatically add the selected credit pack when your client's balance reaches a certain amount.

   Then, enter a number, or use the up/down arrows to set the threshold.

   
4. Select Add.
5. Your client's invoice credit balance updates.

   If you chose to have iCompleat automatically top up your client's credits when their balance reached a certain amount, you'll see a green arrow icon beside their credit balance.

   

Next: Setting up your client's company >>