---
title: How do I create a customer account?
description: How to create a customer account
---

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# How do I create a customer account?

## Left-hand menu \> My user \> Customer accounts

To create a client account, please **follow these steps**:

1. **Click on your name** to open the menu.
   
   ![Compte\_client01](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client01.png?width=670&height=378&name=Compte_client01.png)
2. Click on **“Client Accounts”** to access client account management.
   
   ![Compte\_client02](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client02.png?width=670&height=378&name=Compte_client02.png)
3. Click on **“New Account”** to begin creating a new client account.
   
   ![Compte\_client03](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client03.png?width=670&height=378&name=Compte_client03.png)
4. Fill in the company information fields.
   
   ![Compte\_client04](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client04.png?width=670&height=378&name=Compte_client04.png)
5. Once completed, click **“Next”** to continue setting up the account.
   
   ![Compte\_client05](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client05.png?width=670&height=378&name=Compte_client05.png)
6. Select the employees who **will have access to the account**. The account administrator is selected by default.
   
   ![Compte\_client06](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client06.png?width=670&height=378&name=Compte_client06.png)
7. Check the boxes for the employees you wish to add.
   
   ![Compte\_client07](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client07.png?width=670&height=378&name=Compte_client07.png)
8. Choose whether or **not to display** the Human Resources section.
   
   ![Compte\_client08](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client08.png?width=670&height=378&name=Compte_client08.png)
9. Enable this option if you want **to give the client access** to the account.
   
   ![Compte\_client09](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client09.png?width=670&height=378&name=Compte_client09.png)
10. Select the sections the client will have access to. Please note that they will not be able to access any other sections than those selected for the fiduciary.
    
    ![Compte\_client10](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client10.png?width=644&height=320&name=Compte_client10.png)
11. Fill in the corresponding information — the client will receive an invitation by email.
    
    **![Compte\_client11](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client11.png?width=644&height=329&name=Compte_client11.png)**
12. If you would like the customer to receive monthly reminders prompting them to download their invoices from Sequence, enable the relevant option and select a start date.  
    ![Compte\_client12](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client12.png?width=644&height=329&name=Compte_client12.png)
13. Once finished, click **“Save”** to create the account.
    
    ![Compte\_client13](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client13.png?width=644&height=364&name=Compte_client13.png)

 Pour éditer le compte client :

1. Click on the corresponding account.
   
   ![Compte\_client14](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client14.png?width=644&height=364&name=Compte_client14.png)
2. Make the necessary changes.
   
   ![Compte\_client15](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client15.png?width=644&height=364&name=Compte_client15.png)
3. Make the necessary changes.
   
   ![Compte\_client16](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Fiduciaire/Compte_client/Compte_client16.png?width=644&height=364&name=Compte_client16.png)

 

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