Create/import clients

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 .