Need to add a new client? Just follow these steps:

Go to the menu and select Client > Add Client.

Fill in the Client Information form:

Name  – Enter the client’s company or individual name.

Location  – Mention the city or region the client is based in.

Address – Provide the full address for better records.

Select the Type:

Choose IT if the client is tech-related.

Choose NON IT for non-tech clients.

(Optional) Enter a Sub Account name if applicable.

Set the Agreement Start Date  – When the business agreement begins.

Set the Agreement End Date  – When the agreement ends.

(Optional) Upload a client logo or image  by clicking Choose File.

Once everything is filled out, click the Save button .

Your client has been added successfully!