Invite a client

Find the company

Open the dashboard and choose Invite client. Search by company name or Chamber of Commerce (KvK) number and select the correct company.

Check the company details before continuing.

Choose the recipient and start date

Enter your contact person’s name and email address, then choose the invitation language.

The books start date determines when AirBill starts importing bank history. Transactions before this date are excluded. Leave it empty to import all available history. How much history is available depends on the bank connection.

This date is different from the starting point of an Exact bank journal. You check that separately when connecting Exact Online.

Send the invitation

Check the email address and send. If a sending error appears, do not assume your client received the email.

Your client installs the AirBill app, accepts the invitation and confirms their company details. They can connect their bank immediately or later.

Share the app guide for invited clients. It explains the steps on their phone. Bank transactions become available after the client connects their bank.