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!