Difference between revisions of "Create/import clients"

Revision as of 15:03, 26 July 2017

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There are 2 ways of adding clients on : Clients list page :

1. Press New Client , enter client info, and click save.

2. Import many clients at once by clicking Import from Excel .

In this case you’ll need to download the template, fill it with the client data and upload it to the system.

For every client, you may add contact info, contact persons , prices and documents .

You will be able to select the client when you create quote , project , invoice or payment.

For more info on clients, please see our wiki pages .