Create a Client
Add a client for invoices, quotations, payments and statements.
Open Clients
Dashboard → Clients
Navigate to the relevant workspace area.
Select New Client
Select New Client. Review the information shown before continuing to the next step.
Add contact, billing and tax details
Add contact, billing and tax details. Review the information shown before continuing to the next step.
Save the record
Save the record. Review the information shown before continuing to the next step.