ColorInvoice Client Workspace Setup (Onboarding)

ColorInvoice Client Workspace Setup (Onboarding)

1. 01

   Create a new isolated workspace for the client under your agency account.

   Use the 'Multiple Businesses' feature to ensure each client's data and branding remain separate.

2. 02

   Upload the client's logo and brand colors to the workspace settings.

   Navigate to the branding section and replace default assets with the client's visual identity.

3. 03

   Configure the custom sender domain for the client (e.g., billing.clientdomain.com).

   Set up SMTP records in the client's DNS to ensure emails are sent from their own domain, avoiding spam filters.

4. 04

   Build three branded invoice templates that match the client's visual identity.

   Use the template editor to adjust layout, fonts, and colors, then save each as a reusable template.

5. 05

   Set up automated payment reminder sequences and late notice schedules.

   Define the timing for reminders (e.g., 3 days before due, on due date, 7 days after) in the automation settings.

6. 06

   Input the client's customer data and tax rates into the workspace.

   Import or manually add customer records and set applicable tax rates to ensure accurate invoicing.

7. 07

   Test invoice generation and sending within the workspace.

   Create a sample invoice using AI Text Fill or manual entry, send it to a test email, and verify delivery and formatting.

8. 08

   Train the client team on AI voice and text invoice creation.

   Schedule a walkthrough of the AI Voice Invoicing and AI Text Fill features, and provide quick-reference guides.