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FBR Digital Invoicing workflows for accountants.

Set up a Professional Firm, create separate customer Organizations and Company workspaces, switch context deliberately, and keep FBR Digital Invoicing work traceable without mixing client ownership, credentials, or invoice history.
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A governed workflow for every client Company

Use one practical operating checklist while keeping each customer’s Company, access, environment credential, invoice history, support trail, and handoff distinct.
01

Firm and client setup

Create the Firm context, provision the customer Organization and first Company, and collect the legal, business-activity, and environment details needed to begin without blending client records.
02

Governed workspaces

Keep customer ownership separate, grant explicit Firm-member access, switch Company context deliberately, and resolve buyer, item, HS Code, UOM, and tax details in the correct workspace.
03

Qualification and handoff

Track applicable-scenario progress, validation, posting, failure guidance, and activity history so each customer can review where their Digital Invoicing work stands.