How to Invite an Advisory Client

1. Go to the Overview (Home) dashboard.
2. Click the '+ Invite Advisory Client' button in the top-right area of the page.
3. In the dialog that appears, enter the client's business email address.
4. Optionally assign the client to a specific staff member.
5. Click 'Send Invitation' — the client receives an email with instructions to connect.
6. Track the invitation status under the 'Pending' tab in the client list.

💡 Good to Know: Advisory clients do not consume a bookkeeping seat — they are billed per-business at the advisory rate.

💡 Good to Know: The client must have or create a Sumung account to accept the invitation.

💡 Good to Know: If the invitation expires, you can resend it from the Pending client's action menu.

→ How to Add a Bookkeeping Client

→ Understanding Seats and Billing

→ How Advisory Client Billing Works