Adding and Managing CustomBooks™ Accounts

Adding and Managing CustomBooks™ Accounts

Managing your account in CustomBooks™ is straightforward and user-friendly. Whether you're adding a new company, inviting clients, changing your subscription plan, or updating your billing information, the CustomBooks™ Portal provides easy access to all these functionalities. Below is a quick guide to help you with these common tasks:

Add New Account or Invite a Company/Client

When you log into CustomBooks™, you'll immediately see the Add Company/Client button. Use this to add a new account. To invite companies or clients to join CustomBooks™, click the Invite Company/Client button and send out invitations.

Add New Company/Client

Users can add as many accounts as needed at once, ensuring scalability and flexibility in managing multiple entities. To add a new account:
  1. Log in to CustomBooks™.
  2. Click the Add Company/Client button.
  3. Enter the Company Name, select the Plan, enter Coupon Code if applicable, select the card to use for payment, then click the Add Subscription button to add the new account in Cart. Multiple accounts can be added.
  4. Click the Checkout button.



Invite New Company/Client

Invitations can be sent to new companies or clients to join the platform. To invite a company or client:
  1. Log in to CustomBooks™.
  2. Click the Invite Company/Client button.
  3. Enter the Email address, and the Company Name.
  4. Click the Add More button to add multiple companies/clients.
  5. Click the Send Invite button complete and send out the invitation.



Additionally, a new feature allows users to choose between a monthly or annual billing cycle. Opting for an annual billing cycle can result in cost savings, making it a budget-friendly option.



Change Subscription Plan

In the Actions column within the Company/Client List, you have the option to upgrade or downgrade your subscription plan. Note that you must be the subscription owner to see the Manage Plan button.



Update Credit Card

You can update the credit card details of an account through the Update Credit Card button in the Actions column within the CustomBooks™ Portal.



Updating Credit Card details can also be done through the CustomBooks™ Billing Portal. Only subscription owners can access the Billing Portal from the dropdown menu at the top right of the CustomBooks™ Portal:
  1. Log in to CustomBooks™.
  2. Click the dropdown menu in the top-right corner of the Portal/Dashboard > Account.
  3. From the Billing Portal Home screen, under the 'My Details' section, click the View More button.
  4. Under 'Payment Details' click the pencil icon to change or update the CC details.





Cancel or Pause an Account

To cancel or pause an account, submit a support request ticket or contact Help and Support directly through phone call, chat or email. Please indicate the reason for your cancellation request to help us improve our services.


For further assistance and any additional support you may need, please do not hesitate to reach out to our dedicated support team, who are always ready to help you with any issues or questions you might have regarding your CustomBooks™ account.

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