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Creating customers in the console

Eva avatar
Written by Eva
Updated over 2 years ago

Table of contents

  1. Activation via Synqup

  2. Activation via the email delivery channel

Activation via Synqup

Will the customer use Synqup? Then follow the steps below:

  1. Create the customer in the Console.

  2. Activate Share documents with accountant.
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    Image_1388.png


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  3. Send an invitation to your client:

    Console_-_invite_client_-_EN.gif

The customer is now created without an accounting app. The reason is that the customer himself must define the paths and install Synqup on his server.

More information on linking the accounting package with the Synqup accounting app here.

Activation via the email delivery channel

  1. Create an accounting package configuration in the Console.
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    Console_-_new_accounting_package_-_EN.gif


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  2. Select the accounting package when creating the client in the Console.
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    Console_-_new_client_accounting_package_-_EN.gif
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