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New Client Onboarding

Welcome aboard! Complete this form so we can set up your invoicing, tracking, and payment follow-up correctly from day one. Fields marked * are required. Bilingual — English & Español.

Heads up: Please don't enter bank account or card numbers here — we'll collect any sensitive payment details securely once we begin.
1

Company & Contact Information

2

Invoicing Setup

3

Customers & Follow-Up

4

Tools & Access

5

Plan Selection

6

Authorization & Agreement

I authorize MetroInvoice Solutions LLC to create, send, and track invoices and to send payment reminders to my customers on my behalf, within the scope described above. I understand that MetroInvoice Solutions is an administrative service and does not provide accounting, bookkeeping, tax-filing, or CPA services. I confirm the information above is accurate to the best of my knowledge.