Create a New Account | Dokumentation

As a reseller, you order a bessa account for a new customer directly in bessa Manager. The order creates the account with its owner, company, location and first contract. You and bessa support receive the credentials by email.

When you need a new account

New customer: the business does not have a bessa account yet.
Business takeover: a new legal owner takes over the business. We recommend a new account in this case: the new owner should not have access to the previous owner's financial and personal data. If something else has been explicitly agreed with the customer, a re-fiscalisation in the existing account is also possible — see Re-fiscalisation or new account?.

For an additional location, an additional company or extra modules for an existing customer, do not create a new account — extend the existing one instead.

Prerequisites

You are signed in to bessa Manager with your reseller access.
You have one email address each for the account and the owner that is not yet used with bessa.
For customers in Germany, you have the tax number at hand. It is mandatory there.

Place the order

In bessa Manager, click the account icon at the top right and select Create account.
Select New customer.
Fill in the four sections. A red dot on a section shows that information is missing or invalid there.

Section	What you enter
Account & owner	Company name, email and address of the account, country, language, representation and currency. Optionally phone number, tax ID and external customer number — the external customer number helps you find the account later. Below that, first name, surname and email of the owner.
Company	Name and address of the company. The details from the first section are pre-filled.
Location	Name and address of the location. The company details are pre-filled.
Contract	Contract name, start of contract, billing interval and pricing interval, plus one main package and any add-ons.

In the Contract section, select exactly one main package. Select add-ons in the sections below, with the required quantity for per-unit items. The Summary shows the recurring amount and any one-time costs.
If needed, enter notes for bessa support in the Comment field.
Click Order with obligation to pay.

For customers in Germany, bessa Manager automatically adds the mandatory signing service bessa Signieren. It cannot be deselected.

Select No auto-renew as the Billing interval if the contract should end on a fixed date — for a seasonal business, for example. The End of contract field then becomes mandatory.

After the order

The account is set up in the background. This takes a moment.
You and bessa support receive the email "Neuer Bessa Zugang für ‹company›" with the owner's username and password, the internal and external customer number and all ordered services. Your customer does not receive this email — pass the credentials on to them.
The new account appears in your list under Change account. Use it to set up the account for your customer.
If the setup fails, you and support receive the email "Fehler bei der Kontoerstellung für ‹company›". Support takes care of it.

For adjustments or special arrangements, reply to the credentials email to support@bessa.app and describe your request.

Common errors

Message	Cause
An account with this email address already exists.	The account email address is already in use with bessa. Use a different one.
A user with this owner email already exists.	The owner email address already belongs to a bessa user. Use a different one.
Your partner type may not provision accounts.	Your access is not a reseller access. Contact bessa support.