Adding a new client is very easy. Simply press Create new button and select Client

Then you will see a modal window asking for details about the new client.

The only details you need to enter are those marked with a red asterisk * but of course the more details the better.

  • National ID is an optional field that applies for some clients and some countries.
  • Client name is mandatory. Can always be edited later.
  • Email is optional.
  • Phone is optional.
  • Currency is mandatory and can be changed later. Note the help text below the field if your currency is not there.
  • Address is optional.

Now you are all set and can hit Save client and your done!