If your customer already uses Billtobox, you can easily link their account to your Accounting Console. Follow these steps to send and complete the connection request.
1. Create or Import the Client
Navigate to the Clients menu in your Accounting Console.
Click on + New client to manually add them.
If an error message appears while saving the client information, it typically means the client is still linked to another accounting console.
2. Send the Initial Invitation
Once the client is created, locate them in your client list.
In the Actions column, click the Send invitation icon.
At this stage, the client status will change to Activation failed (displayed in red). This is a normal part of the process when an account already exists.
3. Initiate the Connection Request
A new icon with two arrows will now appear in the Actions column. Click this icon to select the Connect action.
Two consecutive pop-up screens will appear informing you that a company with this CBE/VAT number already exists.
Click Yes on both pop-ups to confirm you wish to send a connection request to the existing account.
The client status will now update to Connecting (displayed in grey).
4. Client Approval (action required from your client)
Your client must now manually approve the connection from their own Billtobox account. They must:
Log in to their Billtobox account.
Navigate to the Tasks menu.
Find and Accept the task informing them that you are requesting a connection.
5. Final Activation
Once the customer accepts the task, the connection is complete.
The status in your Accounting Console will automatically update to Activated.
