Managing clients

There are two different types of clients:

  • Participating clients who require log in details for their business to run their day to day accounts
  • Non-participating clients who do not require log in details because you will manage their data for them

If a client changes their business name, to update this in their own service they should contact Sage Customer Services.

Amend clients business details (non-particpating licences)

You must amend client details before you can grant them access to their subscription.

  1. Log in to Partner Edition.
  2. Select the client you’d like to amend from the list (this will open the side panel).
  3. Hover over Manage.
  4. Select the Details tab.
  5. Enter details as required.
  6. Select Save.

Grant your non participating clients access to their data

It’s possible some of your clients don’t have email addresses added, meaning they don't have access to the Accounting or Payroll data. We refer to these clients as non-participating.

You’re still able to work with this data but the clients themselves won't get notifications.

If you want them to sign in and have access to their data

  1. Sign in to Accounting Partner Edition.
  2. Select your client.
  3. From the client sidebar select Manage then Give client access.

  4. From the Invite your client window, check the client’s name is correct, then enter their email address twice.
  5. Select Invite & Continue.

The client will be sent an activation email. From there they’ll be able to choose a password and sign in.

You’ll notice in the client sidebar their status shows as Awaiting Client Activation. You can still access the client’s data with this status, and you can resend their invitation if necessary.

Once the client has accepted the invitation, the status will change to My company and client both have access.

Amend client business details (participating licences only)

  1. Log in to Partner Edition.
  2. Select the client you’d like to amend from the list (this will open the side panel).
  3. Hover over Manage.
  4. Enter your client’s details (Only enter their email address if you want your client to have access to their subscription).
  5. Select Save.

Once you’ve completed the steps above, you’ll need to email our administration team so we’re aware of your changes.

Please email: [email protected] with the following information:

  • The client’s business name and their email address.
  • Your company’s name.
  • Your Partner Edition login email address.

Hide clients from the client list

If you've lots of clients, you might want to keep your client list streamlined by hiding some temporarily whilst you're not actively working on them.

This doesn't affect the subscription status of these clients at all and they can still act as normal clients in your software.

  1. From the client list, select clients you want to hide.
  2. Select the Show/Hide option.

Once clients are hidden from the list, use the Filters option to unhide them again.

Remove a client

If your client originally invited you to access their Sage data, there are circumstances where they might need to revoke that access. For example, if they’re changing their accountant.

If your client has data in Sage Final Accounts, the data will still be available in Sage Partner Edition. To completely remove a client, you'll first need to delete their data and submissions from within the compliance app. The data will not be recoverable.

Removing a client cancels the licence and the following changes occur:

  • The licence becomes client paying, chargeable at full RRP. This cannot be reverted to accountant paying, nor any discounts reapplied.
  • If your client still requires access, enter their email address in their client details.

    For participating clients (one that has their own login details), do this by selecting a client, then from the client sidebar choosing Manage, then Edit Client Details.

    For non-participating clients, follow the instructions in Remove a non-participating client. Once you stop managing them, they'll be notified and have access to their data for 30 days. They'll be prompted to enter their payment details for continued access.

Remove a non-participating client

There are two options if you want to remove a non-particating client: 

  • Transfer the data and subscription to your client
  • Delete the data and cancel the subscription

    If you choose to delete the data it will not be recoverable.

To do this:

  1. Select the client from the list to open the side panel.
  2. Select Manage.
  3. Select Stop Managing This Client.
  4. Select either Transfer this data and subscription to your client or Delete this data and cancel the subscription.

If your client is on the Active tab:

  1. Find the client to remove on the Active tab.
  2. Choose the client by selecting its row.
  3. From the client sidebar, select Manage, then Stop Managing This Client.
  4. Select Yes to confirm.

Once you’ve stopped managing this client, a message is sent to your client’s service to advise them of the change.

  • If you were paying for your client's services, this will stop after your next direct debit bill.

  • Your client can still log in but is prompted to enter their Direct Debit details. They'll then start to receive their own Sage invoices.

If your client appears on the Pending or Imported tab:

  1. Find the client to remove on the Pending or Imported tab.
  2. Choose the client by selecting its row.
  3. From the client sidebar, select Manage, then Delete Client.
  4. Select Yes to confirm.

Remove or reinstate your client’s access to their data

If you’ve previously invited clients and are paying their subscription, you can remove their access. Removing access for a client means that they can’t access Sage at all.

If you remove a client’s access to Sage, as the accountant you can still log in at any time. This only removes your client’s access and you will still pay for the service.

Remove client access

  1. From the Client list select the client you want to change access for.
  2. Select Manage, Disable then Yes.

Reinstate client access

  1. From the Client list select the client you want to change access for.
  2. Select Enable then Yes.

Remove a service

  1. From the Client list select the relevant client.
  2. Select Manage Subscriptions then service you want to remove, then Remove.
  3. Select Continue
  4. Check the information is correct.
  5. Select Finish.

The next time the client logs in, this service no longer appears and your next monthly invoice is amended accordingly.