How to Create a Client?

Pre- requisite

Step 1:

To create a Client, you can click on the All Clients navigation bar item, found on the left beneath the CLIENTS sub-heading.

You have an option of Searching for a Client on this screen using the search function.

Click on the +Client button located at the top right corner of the screen.

Step 2:

Fill in all the details for the Client.

Provide the Legal and Trading Name.

Provide the Registration number and Vat Number.

Search for the Address and pick from the list.

Once completed, click on the Create Client button.

 Step 3:

The new Client dashboard will show as below.