How to add a client

Topic

Clients are the customers you quote and invoice. Adding one captures their contact and address details so they flow onto documents and show on a map.

Instructions

1. 1
   Go to Clients and click New client.

   Give the client a name — usually the business or account name.

2. 2
   Add the contact person, email and phone.

   The email is used when you send quotes and invoices, so it's worth adding up front.

3. 3
   Enter the address using the structured fields.

   Street, suburb, city, region and country each have their own field; the client page shows their location on a map.

4. 4
   Save.

   You can now raise quotes, jobs and invoices against this client, and everything links back to their record.

Additional Information