On this help page, we'll show you how to add a new client to your organization so you always have complete information at your fingertips.

Who can use this feature?

This feature is available to Pro and Enterprise members with the status of Admin or higher.

Where can I find this feature?

The feature can be found inside the Clients tab (2) under the Company module (1) from the left side menu.

Adding a new client

There are two ways to add new clients to your organization:

1) Importing from an excel file

2) Adding manually

By clicking on "Import clients", you will be redirected to our import page - there, you will find the option to upload an excel file - and we also provide a template for you to follow.

By clicking on the "+Client" button, a popup will open for you to start filling in all the information of your new client.

On the left side, you will find basic information fields - and this is where your custom fields will appear if you add any. On the right side, you have three tabs with additional information to make your client profile even more complete.

The first tab is the Information tab - where you can add your client's address.

The second tab is the Contacts tab - here, you can add multiple contacts within the same client and set one of them as a default contact and also as the recipient who will receive your invoices.

The third and last tab is Settings - here, you will be able to set up the currency your client uses and also the default fee type for transactions, for example.

Once you have filled in the information and clicked the "Save" button, your clients will be visible from the client list, and you can see some information about them at a glance, as well as have access to the More Options menu to Edit, Invoice or Delete a client.

More options

By clicking on a client in the list, you will have access to more information about them in the Client menu - such as the ability to edit their information, as well as other options such as Invoices, Payments, Attachments and Notes.

That's it! Now you know how to add clients to your Company, keep their data updated and monitor various activities within the tool.