Carl · Customer onboarding Coming soon
New customers set up properly, first time.
Carl will send a new customer a short form (on the web or WhatsApp), check what they tell you, and set them up in Xero with the right payment terms once you approve. Credit checks, terms acceptance and monitoring are each optional.
What Carl will do
Customer onboarding, handled
Customers fill in their own details
Registered name, company number, VAT number, invoice address, accounts contact and email, and whether they need a PO number on invoices.
Checked before you see them
Companies House, the HMRC VAT check, whether they’re already in Xero, and (if you choose) a credit check by Victor with a suggested limit and payment terms.
Approved, then added to Xero
You see a summary and approve, changing the limit or terms if you like. Carl creates the customer in Xero and can ask Victor to watch their credit from then on.
How it will work
Through the same WhatsApp chat as Barbara
Tell Barbara who to onboard
Their name and email or mobile. Say “no credit check” or “no terms” to skip a step for this customer.
The customer fills in the form
About 3 minutes, on their phone or computer, and they can accept your terms of business as they go.
Approve in one tap
The new customer is in Xero, ready for their first invoice.
Connects to