Difference between revisions of "Create/import clients"

Revision as of 13:51, 13 September 2022

Back to the Quick Start Guide main page.

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

1. Click 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 , taxes 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 or our video tutorial

Back to the Quick Start Guide main page.