Accountant portal → Clients
Open the Clients page.
Review the company name, owner email, and portfolio counters.
Click the arrow on a client row or card to open that organisation.
The same list shows active managed companies and pending invitations.
Click All, PEPPOL active, or PEPPOL not active above the list.
Select PEPPOL active to show connected clients and active pending invitations.
Select PEPPOL not active to show the remaining clients and invitations.
Click All to clear the filter.
The PEPPOL summary counts active clients and pending invitations together.
Click Add new client.
Search for the company by organisation name and country.
Select a suggested company or continue manually.
Enter the company and contact details.
Click to submit the invitation.
You need at least 3 characters in the organisation name to search.
