Register a licensed client
Create a business and its owner from the portal, using one licence from your plan.
Navigate to: partners.trabalance.com/dashboard → License Subscription → Register Client
Before you start
You need a licence plan with a free licence on it. With none available the request is refused before anything is created, and the message names the wall: "All 10 licences are in use. Upgrade your plan to add more clients."
The form
| Field | Required | Detail |
|---|---|---|
| Business name | Yes | The trading name of the new business. |
| Business email | No | The business's own contact address. |
| Currency | No | The base currency the books are kept in. Defaults to USD. Get it right first time. |
| Country, City, Industry, Address | No | Stored on the business record. |
| Owner first name / last name | Yes | The person who will run the business. |
| Owner email | Yes | Their login. It must not already exist on any Trabalance account — a taken address is refused, not merged. |
| Owner password | Yes | At least 8 characters. They will use it to sign in. |
What is created
A real business entity with its chart of accounts, exactly as one created through normal signup.
The owner, as Super Administrator. And you, under your partner email, as Administrator. The second one is what makes Switch to this account work later.
The business starts on ledger_accounting, with no trial. Other modules — Sales, Purchases, People, Operations — are added from inside the business afterwards.
Type licensed, relationship license, commission rate zero, pointing at your active subscription. Your referral counters move.
Everything above happens in a single transaction. If any part of it fails, none of it happened — you will not find a half-created business.
It has to be unique across all of Trabalance, and it is the owner's login. Confirm it with them before you submit.