To add new client go to Client tab and click New+ button.

Or go to Home tab -> click New+ button -> and select Client. A New client card will appear in a pop-up. Fill in the information such as: Title, Client group title, Country, Company code, VAT ID, Address information, name and email of a contact person. Click More button in the bottom of the pop-up card to add additional info (bank account, currency, payment term and more) about the client.

Click Save button to save and add clients information.

Last Update: September 3, 2020