To add a new client, click the top right "Add New" button on your Dashboard and choose "Client".
You will then be taken to an empty client template, offering a series of text inputs, which we'll go into now:
- Individual or Organization:
- Check "Individual" if your client acts as an individual or individual consumer. Check "Organization" if your client is a company or business.
- First Name, Last Name:
- If your client is an individual, this is your client's first and last name. If your client is an organization, these fields are optional and are a way of noting the first and last name of the organization's primary contact.
- Organization Name:
-
If your client is an organization, this is your client's business/company name.
- Email Address:
- This is your client's email address, used to deliver statements.
- Language:
- The default language in which you would like statements for this client to be delivered.
- Currency:
-
The default currency in which you would like statements for this client to be displayed in.
- Address:
- Your client's full address, consisting of street name, postal code, state, city and country name.
- Phone Number:
- Your client's or client contact's phone number.
- Fax Number:
-
Your client's or client contact's fax number.
- Tax Identification Nr:
- Your client's or client contact's tax number. This will be displayed on statements below your client's address.
- Notes:
- Custom fields are used to display customized information about your client on invoices, estimates and bills. A custom field pair always consists of a key (e.g. "Company Register Number") and a value (e.g. "12345"). Custom field pairs will be displayed on statements below your cliebt's address.