How do I add and connect a customer?

Left menu > Sales > Clients

Follow these steps to add a client in Sequence:

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, a drop-down list will appear where you can select the company.
6. If you want to connect the client so they receive invoices in their Sequence account, enter their email address.
   
   Providing your client's email address allows you to send them invoices directly from Sequence. It also gives them access to a private online portal where they can view all their invoices. This is an option you can choose to enable or not.
7. 
8. Add additional details under the "Additional Information" tab
9. Select the language in which the client should receive invoices and other documents.
10. Choose the default currency for documents created for this client.
11. Select the client's creditworthiness, which will determine the due date of their invoices.
    
    Creditworthiness is an internal metric that allows you to rank your clients based on how long they take to make their payments. We've created three default tiers, but you can add new ones from My Company > Client Creditworthiness.
12. 
13. Click on "Bank Information" to add the necessary banking details for payments.
14. Click on "Add Account" to create a new bank account.
15. Fill in the account details.
16. To complete the process, click "Validate."
17. To connect the client so they receive invoices in Sequence, click on "Connect."
18. The client is now connected and will receive their invoices in their Sequence account as well as by email.

1. To view the client profile, click on the client name in the list.
2. Click on the cloud icon to disconnect the client.
3. Once disconnected, the client will no longer receive invoices in their Sequence account, but you can still send invoices via email.
4. Click on the cloud icon again to reactivate the connection.