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How do I add a new client?

You have two options: either from the ‘Clients’ menu or directly from the page where you create a new document (invoice, proforma, receipt or notice).

  1. Enter a new client from the ‘Clients’ menu:

– Click ‘Clients’ from the main horizontal menu.

Edit Alt Text

– Click the ‘+ Add a client’ button

– fill in data and do not forget to save.

*Plus value:* after you have completed the Company ID, click on the next field and  some of the client details will automatically complete from the Tax Payers data base.

  1. Enter a new client from the page where you create a new document (take as example an invoice):

– Click ‘+ Add’ and then ‘Invoice’.

– Click ‘+ add new client’ button;

– Fill in the client data and remember to save (as in the picture above).

From the home page, access the ‘+ Add’ button, then click on ‘Client’. Fill in the fields as in the image shown in 1. and save.