Create a Client

Add a client for invoices, quotations, payments and statements.

Open Clients

Dashboard → Sales → Clients

Start from Dashboard, open Sales, and select Clients. On mobile, open the workspace menu first when the named menu is not visible.

Select New Client. Review the information shown before continuing to the next step.

Add contact, billing and tax details. Review the information shown before continuing to the next step.

Save the record. Review the information shown before continuing to the next step.