There are two ways to add a Client(s) to RemoteTeam - via the New Client button when creating an Invoice and through the Clients menu itself.

STEP 1: On your RemoteTeam dashboard, click on Invoices > Clients.

STEP 2: Click the New Client button.

STEP 3: If the Client that you are trying to add is an existing company in RemoteTeam, you need to add them using their RemoteTeam ID. If it's a new Client, do it through the Invite New Client part.

** For Clients to get their RemoteTeam ID, they need to go to Settings on their dashboard. **

Please refer to this article Need help in finding your RemoteTeam ID.

STEP 4: Fill in the New Client details - Business Name, Business Country, Contact Email and Contact Full Name. Then click the Invite to RemoteTeam button. Review the details and click the Confirm button to continue.

STEP 5: Set a bank account where you would receive the payments from your Clients. Click the Set a bank Account button and choose from your available bank accounts or add a new one through New Bank Account.

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