Client Account Setup Overview

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!

Billcom-Client-Account-Setup-Overview

Download PDF

Was this article helpful?
0 out of 1 found this helpful

Need technical support?