How do I add a client?

To add a client, click the Contacts tab from your home page. Then, click Add client.

For each client, you need to fill in all mandatory fields. Once your client is created, you can add as many addresses and contacts as required.

Now that your customer information is in your client list, you can start creating documents. Enter the first letters of the client name in the search field:

Tip: You can also create a new client at any point in time when creating a document

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