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Create clients

Information regarding creating clients

Updated over a month ago

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?

  • client name

  • email

  • country

  • address

  • contact

  • tax number

Company IDs vary by country and can be edited manually.

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