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
Related Articles
Your Step by Step Build to Bookkeeping
To make life easy, we've created a step by step guide to the Onlinetradesmen Bookeeping app. Your step-by-step Guide: How to create a Bookkeeping business profile How to customise your profile How to create your services and pricing How to create a ...Track business performance
Bookkeeping dashboard allows you at view your business income and outgoings briefly including a visual of Payments Issued invoices Expenses Issued estimates Issued Advanced payments At this level you can also quickly create new invoices, estimates ...How to create an estimate
In most cases, you will start an engagement with a client by sending them an Estimate /Quotation. You have the option of doing this in a professional manner on the system also. To create an estimate in the left vertical menu, select " Issued ...How to create an invoice - Manual
There are 2 ways to create an invoice depending on your processes - by manually creating an invoice or by converting an existing Estimate. Here we explain how to take the first approach. Select "issued documents" in the left vertical menu. This ...How to create your services and pricing
Its a good idea to start off by adding the services and products that you offer - and the prices that you charge for them - into the system at the beginning where possible. This will save you a lot of time later on when creating quotes (estimates) ...