Creating a new Bill.com account under the Console
- Log in to Bill.com
- Click Manage Console
- Click Add Client Company
- Enter the requested information in the New Company form Note: By default, the User creating the client account will be set as the Administrator on the new client account created
- Check the Bill to check box if you wish Bill.com to charge your firm for the fees incurred by the client
- Click Save
Moving between the Console account and the Client accounts
You can easily move between your Console account and your clients' Bill.com accounts from any Bill.com page:
- Click your name in the top right
- Select My Companies from the drop-down menu
- Choose the company you'd like to navigate to