How do I find my personal referral link as an accountant?

As an accountant, you can recommend Sage Cloud Demat Invoicing to your clients via a personal referral link. When clients register through your link, they are automatically linked to your accountant profile.

Benefits of the referral link

• Automatic linking: Clients who register through your link are immediately connected to you
• No manual steps: You do not need to manually add clients afterwards
• Overview: You can see directly which clients came in through your link

Where do I find my referral link?

Your personal referral link is available in the accountant portal of Sage Cloud Demat Invoicing.

Steps to find your link

1. Log in to the accountant portal
2. Go to your profile settings or dashboard
3. Look for the Referral link section
4. Copy your personal link

💡 Tip: Your referral link usually looks like: https://app.numnum.be/register?ref=YOURCODE

How do I share my link?

You can share your referral link with (potential) clients in several ways:

Via email

Send your clients an email inviting them to use Sage Cloud Demat Invoicing, including your personal link.

Example:

Dear [Name],

For your invoicing and accounting, I recommend Sage Cloud Demat Invoicing. Through the link below, you can register for free and you will be directly connected to my office:

[Your personal link]

Kind regards, [Your name]

On your website

Place a link or button on your website where clients can sign up.

In personal conversations

Share your link via WhatsApp, SMS, or other messaging apps when you speak with clients.

What happens after registration?

When a client registers through your referral link:

1. Automatic linking: The client is immediately connected to your accountant profile
2. Access to file: You can view the client’s file in your accountant portal
3. Export options: You can export the client’s documents to your accounting software
4. Automatic forwarding: You can set up automatic forwarding of documents for the client

Frequently asked questions

Can I see which clients registered through my link?

Yes, in your accountant portal you will see an overview of all linked clients, including those who came in through your referral link.

What if a client already has an account?

If a client already has a Sage Cloud Demat Invoicing account, the link to your accountant profile can also be set up afterwards. Contact help@clouddematinvoicing.be for help with this.

Can I have multiple referral links?

No, you have one personal referral link that is linked to your accountant profile.

Do my clients get a discount through the referral link?

The terms and any discounts may vary. Contact help@clouddematinvoicing.be for more information about partner conditions for accountants.

No accountant account yet?

Are you an accountant and would you like to offer Sage Cloud Demat Invoicing to your clients? Contact us at help@clouddematinvoicing.be to request an accountant account.