➕ How to create a new account in the Enterprise group

You can create new accounts directly in Account Management. The account is linked to the group right away. ➕

🚀 How to create a new account

In Account Management, click Add account.
Fill in Account name, Tax ID, Address, Postal code and City. Language is optional.
Click Create. The account is created and linked to the group, and the message "Account created and linked" appears. ✅

👥 Who has access to the new account?

The new account belongs to the main user of the Enterprise account. To give other people access, open the account and invite them from that account's user settings.

🔗 What if the account already exists?

⚠️ Important: you can't add an account that already exists outside the group from this screen. To do that, contact the InvoiceXpress team.

💬 Frequently asked questions

❓ What details do I need to create a new account?

Account name, Tax ID, Address, Postal code and City. Language is optional.

❓ How do I give other people access to the new account?

Open the account and invite them from that account's user settings.

❓ Can I add an account I already have to the group?

Not from the screen. Contact the InvoiceXpress team.

❓ Does the new account take up a slot in the plan?

Yes, if it's an active linked account. The parent account and test accounts (Sandbox) don't take up a slot.