Start GetMyInvoices for Tax Consultants / Accountants What is the Starter client account, and how does it work?

What is the Starter client account, and how does it work?

The GetMyInvoices Starter client account is a no-frills account that gives your clients the ability to send and forward their invoices directly to you via their own receipts inbox address. Similar to the central email inbox feature, the Starter account generates a unique email address for each of your connected clients where they can send documents and invoices directly. Once they forward their invoices to this email address, you will receive it right on your GetMyInvoices dashboard.

Interested in the GetMyInvoices Starter client account? Here’s how you can set it up.

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

Step 2. Click Add Client on the upper right corner.

Step 3. On the Add Client page, click Starter. You have the option to add clients individually or by uploading a list of clients in a CSV file.

Step 4. To add individual clients, click Add Individually. Enter their information, then click Continue.

Step 5. To add multiple clients from a list, click Add via List Import. Click Select File, then locate the CSV file.

Step 6. Once your clients complete the activation steps on the invitation email, they will receive their unique email address. They should be able to forward their invoices directly to this email address.