How to Create a Client?

Pre- requisite

1. Create client permission needs to be enabled.

Step 1:

To create a Client, you can click on the All Clients navigation bar item, found on the left beneath the CLIENTS sub-heading.

You have an option of Searching for a Client on this screen using the search function.

Click on the +Client button located at the top right corner of the screen.

Step 2:

Fill in all the details for the Client.

Provide the Legal name.

Provide Trading Name where applicable.

Provide the Registration number and Vat Number where applicable.

Search for the address and pick from the list.

Once completed, click on the Create Client button.

Step 3:

The new Client dashboard will show as below.