Create/import clients

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

1. Press New client , enter client info, and click "Save":

New client adding n.jpg

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

New client adding from xls n.jpg


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 Youtube.jpg


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