To add a new client, you need to follow these simple steps.
Web App
- Go to “Clients” and Tap on “Add New Client”
- Fill in all the details of the client like personal details, account details, property details, and any other additional details
- Set payment terms as per your convenience
- Click on “Save” to add them to your clients’ list
iOS/Android
- Click on the Clients
- Tap on the “+” button
- Tapping “+” pops-up two options: “Create New Client & Import From Address Book”
- Tap on Create New Client
- Add all the details of the client like personal details, account details, property details, and any other additional detail
- Enable “Business Address is same as Shipping Address” to make it permanent
- Set payment terms as per your convenience
- Click on “Save” to add them to your clients’ list