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Add a Client

To add a client, please follow the following steps:

  1. From the Top Bar, click icon

    The left pane appears

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

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

    The Add clients dialog displays.

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  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.