Start GetMyInvoices for Tax Consultants / Accountants How do I add my clients in GetMyInvoices?

How do I add my clients in GetMyInvoices?

It’s easy to add your clients in GetMyInvoices and choose the billing method that matches your client billing preferences. Here’s how.

Step 1. From the GetMyInvoices dashboard, click Client Management on the left-side menu.

Step 2. Click Add Client on the upper right corner of the Client Management page.

Step 3. Choose from three client billing methods:

Step 4. Choose to either invite your clients individually or by uploading a list of clients contained in a comma-separated values file (CSV).

Step 5. If you choose to invite clients individually, enter their information on the next window. Click Save to continue.

Step 6. If you choose to upload a client list in CSV, locate the CSV file on your computer or device to continue.

Step 7. Your client/s will receive a notification email that invites them to activate access to GetMyInvoices. Once they accept the invitation, they will be prompted to finish their GetMyInvoices account setup. Depending on the billing method you chose in Step 3, your client/s may only access certain features of GetMyInvoices.

Have questions about client billing? Reach out to our Customer Support team through the chat button on your GetMyInvoices dashboard or by creating a support ticket here.