BillbookHelp
Clients

Give clients access to the client app

Invite a client's people to the Billbook client app, choose what each can do, and resend or cancel invitations.

  1. Pick a contact
  2. Choose access
  3. Invited by email
  4. Joined

The client app is free for your clients. With it they sign, upload what you ask for, answer questions and can keep their books with you. It's optional: signing and uploads also work from an email link.

How do I give someone access?

  1. Open the client's ClientContacts.
  2. Choose Add contact, or edit someone already there.
  3. Tick Client app access (invited to sign, send documents and see their return).
  4. Under What they can do, pick a level.
  5. Save. They're emailed an invitation straight away.

What can each level do?

  • Full access: sees everything you share, uploads, signs, approves and asks questions.
  • Upload only: answers your document requests and sees only what they uploaded.
  • View only: sees what you share, but can't upload, sign or approve.

How do I give one person access to several clients?

Open them in ClientsContacts. Under Clients & client app access, tick each client, pick what they can do there and choose Save access.

They need an email address first, because that's what they sign in with.

How do I know if they've joined?

The client app column shows Not invited, Needs an email, Ready to send, invited with the date, or Joined. For one that's ready, choose Send invitation. On a sent invitation, open the menu for Resend (new link) or Cancel invitation.

How do I change or end someone's access?

On the client's ClientContacts, edit the person and pick a different level, or untick client app access. To end their link to the client altogether, remove them. Their access ends today and the history is kept.

Filter ClientsAll clients by Invited, not joined under More to see who to nudge.

Next

Contacts, people and who can see what

Keep one contact book for the firm, link each person to the clients they act for, and tidy up duplicates.

Move from your old practice software

Bring your client list, ledgers, asset registers and documents across from HandiSoft, Xero Practice Manager, MYOB AE or a spreadsheet.

Something wrong on this page? Tell us

Last updated on

Groups

Keep a family or one owner's companies and trusts together, see their open work in one place and assign staff to the lot.

Notes

Record calls, meetings and file notes on a client, and set follow-ups with a due date and an owner.

On this page

How do I give someone access?What can each level do?How do I give one person access to several clients?How do I know if they've joined?How do I change or end someone's access?Next