Add a client in Sequence by following the steps below:
1. Click on Sales.
2. Then click on Clients.
3. In the Clients section, click on Add a client.
4. Indicate whether the client is an individual or a company.
5. Enter the company name. Once you start typing the name, a dropdown list will appear where you can select the company.
6. If you want to connect with the client and allow them to receive their invoices in their Sequence space, enter their Sequence ID. Ask your client for this identifier.
7. Entering your client’s Sequence ID allows you to send invoices directly from Sequence. It also gives them access to a private online portal where they can view all their invoices.
8. It is recommended to complete the client’s address to ensure correct QR code generation on invoices.
9. Add additional information from the "Additional information" tab.
10. Select the language in which you want the client to receive their invoices and other documents.
11. Select the default currency to display when creating documents for this client.
12. Select the client’s creditworthiness; this will affect the due date of their invoices.
Creditworthiness is internal data that allows you to classify your clients based on how long they take to make payments. We have created three default levels, but you can add new ones via My company > Client creditworthiness.
13. Click on "Bank details" to add the necessary banking information to facilitate payments.
14. Click on Add account to add a new account.
15. Fill in the bank account details.
16. To complete the process, click on Confirm.
17. The client is now connected and will receive their documents in their Sequence space as well as by email. Click on Got it.
How to find your Sequence ID
1. To find your Sequence ID, click on your profile in the bottom-left menu.
2. Among the displayed options, click on My company.
3. In the Information section, you will find the Sequence ID field. By clicking the icon, you can copy it and share it with another user to connect on Sequence.
To disconnect a client:
1. To disconnect a client, go to the Clients section under Sales.
2. Click on the client you want to disconnect and remove the Sequence ID from their basic information.
You can refer to the article “How to create and send a sales invoice” for more information on how to send an invoice to a client.