How do I add a client?


Here's a simple to follow guide:

2. Go to the 'Client Management View'.


3. At the top left of your dashboard click on the blue 'New Client' button.


5. We would ask you whether your client should be able to use Receipt Bank themselves. You can choose between 'Yes' or 'No'.

6. Once you have filled in all the details, scroll to the bottom of the page and click the 'Next' button.*

7. Select how to notify your client - via SMS (for that you'll need their phone number) or via email.
8. Finally, Grant Partner Access to those you deem relevant to the Client's account.

9. Click 'Save' and your new Client has been added.

* Please make sure that the email address you decide to use is not already in use in Receipt Bank. In that case please contact our Help Desk for support.

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