2.1. Add Clients

• Step 1: Select title, enter name, email, profile picture

  • Select country, phone number, language, etc.

• Step 2:

  • Select client category, client sub-category

  • If not available, can quickly add new

• Step 3:

  • Check to allow / not allow login with account

  • Set password for client account (minimum 8 characters)

  • Check / uncheck to notify client via email

• Step 4:

  • Enter detailed company information of the client: Company name, website, tax, phone, etc.

  • Select which employee added the client

  • Upload logo image, etc.

• Step 5: Add e-invoice settings

• Step 6: Save / Save and Add More Info to continue adding new clients