The Partner Program option allows accountants to create additional accounts to help each of their clients get paid by their customers. All accounts they create for their clients integrate into their InvoiceSherpa account (Accounting Edition).

Note:    Accountants are offered a free InvoiceSherpa account (Accounting Editing) for their own use, but each additional InvoiceSherpa account created for their clients are charged at the standard plan rates, depending on which plan is chosen for each client. Partners bill their clients for these fees according to their own preferences.

The Partner Program provides discounts for the client InvoiceSherpa plans. For the first 1-10 additional companies added to your account, each plan will receive a 10% discount. For more than 11 additional companies, each plan will receive a 20% discount.

Prerequisite: Accountants will need to provide credit card payment information on the Plans & Billings screen to handle payment for each plan before they can add other companies to their accounts.

To add companies to your InvoiceSherpa account, complete the following steps:

  1. Select the Settings tab from the left navigation area.

  2. Select the Accounting Integration tab at the top.

  3. At the bottom of the screen, select one of the following:

    • Add account for xero

    • Add account for QuickBooks

  1. Sign into the xero or QuickBooks account for the company you wish to add.

Once the information has reloaded, the company appears in the Additional Companies section of the Accounting Integration screen.

  1. Select a Billing Plan option for the new company from the Billing Plan drop down list. 

Once you have completed the process for additional companies, the additional companies are available from the drop down list by your account name in the top right corner. A sample is illustrated below.

For your additional companies, the Plans & Billings page is not active, because that company's billing is managed under your account.