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Creating customers in the console

Maxime avatar
Written by Maxime
Updated over 2 weeks ago

Table of contents

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.

    Image_1388.png


  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.

Activation via the email delivery channel

  1. Console_-_new_accounting_package_-_EN.gif


  2. Select the accounting package when creating the client in the Console.

    Console_-_new_client_accounting_package_-_EN.gif

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