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Add a Client

To add a client, please follow the following steps:

  1. From the Top Bar, click

    The left pane appears

  1. From the Left pane, click clients.
    The clients section displays. Here you can view the list of existing clients.

  1. Click on the clients at the top right side.

    The Add clients dialog displays.

  1. Fill the below sections in order to add a client to your list:

Details​

In this tab, you have to specify the basic details related to the client:

  • Name: Specifies the name of the client. For example, Jack. This field is mandatory.
  • ID Number: Specifies the national identity number of the client. This field is mandatory.
  • VAT: Specifies the value added tax identification number of the client.
  • Website: Specifies the client’s website name if exist.
  • Phone: Specifies the phone number of the client.

Address​

In this tab, you have to specify the address details of the client:

  • Line 1: Specify the primary address of the client. This field is mandatory.
  • Line 2: Specify the secondary address of the client. This address is optional.
  • Country: Specify the name of the country. This field is mandatory.

Financial Information​

In this tab, you have to specify the financial information of the client:

  • Currency: Let you select the type of the currency used by the client. The list of the available currencies can be seen in the dropdown.
  • Payment Terms: Specify the payment terms. Payment terms won't appear on the final invoice.
  • Tax Type: Lets you specify the tax type for the client. This field is mandatory.
  • Payment Terms: Specify payment terms for the client.
  • Tax Rate: the tax rate to be applied to the client. This field is mandatory.
  • Public Note: Lets you specify any additional information or note related to the client. Please note that this is a Public Note and its content will appear on the final invoice.

Client​

In this tab, you can specify the details like phone number, Email address, First and Last name, etc:

  • First Name: Specifies the first name of the client.
  • Last Name: Specifies the last name of the client.
  • Email: Specifies the Email address of the client.
  • Phone: Specifies the phone number of the client.
  1. After filling the required parameters, click Save.
    The client will be added and a success message appears on top.