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Navigate to the Billing and Plan and you will be directed to a page where you can select all that you need to purchase.
Select the products (Core or Contra) and the plan you wish to use.
Next, choose the modules ( advisor portal or client portal) and Addons ( Outlook, Gmail, Teams, or Collaborators) that you want to add to your plan, and specify the number of licenses to be purchased.
Lastly, fill out the payment details, and checkout.
Once Once all is done, the new license will be activated and you can directly add the new user(s).
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