If you are a new
Sage customer and do not have a Sage company ID, register as a company.
Do this if you need to enter company as well as individual details.
Perform the following steps to register on the Customer Portal as a
company.
Link to the Customer Portal.
If you are not already on the Logon page, click Log On.
Click Need
to Register?.
In the Registration window, select the radio button for Register as a Company.
Click Register. The
Customer Data - Company window opens.
Click the Title
field drop-down and select Company.
Click in the Company
field and type the company name.
Type the street number in the Address No. field.
Note: You must
enter your physical address. Post Office box addresses are not allowed.
Type the street name in the Street Name field.
Type the city in the City
field.
Type your Zip Code or Postal Code in the Zip/Postal Code field.
Click the Country
drop-down and select your country.
Click the Region
drop-down and select your region (state).
Type your phone number in the Phone field.
Important: The
format for entering all phone numbers is NNNNNNNNNN. Do not include any
spaces or dashes.
Type your fax number in the Fax field.
Click the checkbox beside the Shipping address is same as my
standard address field if the shipping address is the same
as the address entered in the Customer Data - Company section.
Otherwise, complete the Shipping
Address fields. The same rules apply as those in the
Customer Data - Company section.
Click the checkbox beside the Billing address is same as my
shipping address
field if the shipping address is the same as the address entered in the
Shipping Address section. Otherwise, complete the Billing Address
fields. The same rules apply as those in the Customer Data - Company
section.
In the Contact Person Details section, type your first name
in the First Name
field.
Type your last name in the Last Name field.
Type your phone number in the Phone field.
Important: The
format for entering all phone numbers is NNNNNNNNNN. Do not include any
spaces or dashes.
Type your fax number in the Fax field.
Type a valid e-mail address in the E-mail field.
Type a password in the Password
field. The password must be at least eight characters and contain at
least one number.
Note: You will use
your e-mail address and password to log in to Sage Software Online.
Type your password again in the Verify Password
field.
Click Save
to save the data. The system displays this message:
You have successfully Registered. Please close this window and login
again.
If you get an error message stating that the login ID is
already assigned, click here for further instructions.
Close the window and log in using your e-mail address as
the User ID and the password you specified.