Creating clients is a very straightforward and streamlined process

Before you can start sending out those important quotations and invoices we need clients to send them to.

After your profile has been set up, you will be redirected to the dashboard, and you will encounter a notification telling you that you have not created a client. Click on the 'New Client' button and you will be directed to the form to create one.

Creating a Client

Make sure to complete the fields required for the contact person! 

Note: If this client is not a company, simply leave the Company Information blank. 

This of course can be changed at anytime.

Client Overview

After creating your client, you will be brought to a dashboard for that client, you will see an overview of the general information of that client.