Adding and Removing Clients from your Console

September 8, 2023

If you're looking to manage the clients on your console, here are the support articles that will walk you through the steps for your situation: 

Is this a new client without a Bill.com account? 

Is this a client who has  Bill.com account you'd like to add to or remove from your console? 

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Settting up Bill.com Client Management Console
Settting up Bill.com Client Management Console

Step by step instructions for the first three things you should do to set up your console.