Add a client
By the registry code: the register fills in the company, you send the client a link.
- 1Clients → Add a client.
- 2Type the client’s registry code: the business register fills in the name and address.
- 3Type the e-mail of the person who will sign in.
- 4Profflow makes a link, valid for 30 days. Send it the way you write to this client.
- 5The client signs in, and their company is already with your firm.
Data comes in from three places: the client uploads bank statements and documents themselves, you connect their accounting program in their dashboard (Integrations), or a client asks you to connect it and you allow it on Clients.
Tick Set the client up now and the company is in your list at once: open it, load the statement or connect Merit, and the client finds it all there when they set a password from the link.
Merit Aktiva: in the client’s card, paste the client’s API ID and key once (Merit: Settings → API settings; Pro or Premium plan). Profflow checks them, keeps them encrypted and reads Merit every night.
A package includes its number of clients. A client over it costs 5 € a month and is added to the next invoice; the cabinet says so when you add them. The pilot connects up to 5.