Congratulations on your new client acquisition! The next step is to get your new client up and running successfully on Bill.com.
With a little prior preparation, setup will be a breeze. This overview will help you get ready so you can provide an outstanding experience for your client.
The overview covers:
- Step 1: Add a client to your Console
- Step 2: Complete the startup checklist
- Step 3: Customize preferences for your client