How can I create clients?
How can I create clients?
Clients and vendors are saved in the same Client list
From the bottom row select the Clients icon
Click on + in the upper right corner
Enter all required details
To add a client from your phone, select Choose from contacts. Your device may ask for enabling access to your contacts - select Yes. Now you can select a contact from your contact list - it will try to import all necessary data
Enter an e-mail address for convenient invoice sending. When you send an invoice, cash receipt or reminder, this email appears in the email field automatically
You can also change the Identificators (Company No., VAT No.) if needed
Enter Shipping address below if needed, it appears on the invoice as well
Click Save
What are the required details?
What are the required details?
client name
email
country
address
contact
tax number
Company IDs vary by country and can be edited manually.