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Create a New Client

Create a New Client

1. Select New Client from the main menu.

2. Add client details.
3. Select the Create button.

Note: The clients postal address is the address shown on the Invoices.
Note: The clients email address is the email address used when emailing invoices and quotes.

Add Client from Supplier list

1. Select New Client from the main menu.

2. Select the Add From Supplier button.

3. Select the correct tick box from the Suppliers list.
4. Select the Save As Client button.

Import Clients
Import Clients via CSV
Import Clients from Xero Add-On

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