As an accountant, you can recommend Sage Cloud Demat Invoicing to your clients via a personal registration link. Clients who register through your link are automatically linked to your firm. You can find that link in the Client Registration block on your profile page.
In that block you will find:
As the description in the app says: “Share this link with new clients to automatically link them to your account during registration.”
Note: The Client Registration block is only visible for accountant and partner accounts. Don’t see it? Contact our support team.
Always copy the link directly from this block: that way you can be sure you are sharing the correct link.
You can share your registration link with (potential) clients in several ways:
Send your clients an email inviting them to use Sage Cloud Demat Invoicing, including your personal link.
Example:
Dear [Name],
For your invoicing, I recommend Sage Cloud Demat Invoicing. Through the link below, you can register and you will be directly connected to my office:
[Your personal registration link]
Kind regards, [Your name]
Download the QR code and use it on printed materials, in your waiting room or during presentations. Clients scan the code and land directly on the registration page.
Place a link or button on your website where clients can sign up.
Share your link via WhatsApp, SMS or other messaging apps when you speak with clients.
When a client registers through your registration link, they are automatically linked to your firm. The client appears in your client overview and you can immediately follow up on the file. Everything you can do next as an accountant (consulting documents, exporting to your accounting software, and more) is covered in the guide for accountants.
Clients who register through your link are automatically linked and appear in the client overview of your accountant environment.
The registration link works when registering a new account. If a client already has a Sage Cloud Demat Invoicing account, the link to your firm can be set up afterwards. Contact our support team for help with this.
No, you have one personal registration link per firm. The QR code points to the same registration page as the link.
No. Besides the client registration link for accountants, there is a separate referral programme through which users can recommend Sage Cloud Demat Invoicing in exchange for a credit. The client registration link is completely separate from that: it only serves to automatically link new clients to your firm.
The terms and any discounts may vary. Contact our support team for more information about partner conditions for accountants.
Are you an accountant and would you like to use Sage Cloud Demat Invoicing with your clients? First read the guide for accountants or contact our support team to request an accountant account.
