How to create a client
Adding your customers/clients to the system is a great way to get started with any existing or new customers.
Select ‘clients and suppliers’ in the left vertical menu
Select “client” and click “new client”. Enter client/customer details in the boxes provided and click save.
Select whether your client is a company on the top right-hand side.
If unselected the system will treat the client as a private client/homeowner.
Normally you can ignore the bank and tax details of a client unless they are a company. If they are a company leave the ‘Tax Subject’ field as selected (orange).
Your client is now saved in a client list.
Next step: How to create an invoice
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