How do I add a new client?

Step 1: In the top panel, locate the plus button on the top right side and click on it.

Step 2: From the options that appear, select "New Client." Next, fill in the details as per your requirements.

Click on New Client

Fill the details of the client.

Step 3: Additionally, you can include custom details about the client, such as a registration number or place of supply, to display on the invoice. It can be added with the help of custom fields. Check out more at the link below.

How do I create a custom field?

Add any custom details of the client

Step 4: Select 'Next' and enter the client's personal information, including their name, phone number, and email.

Clcik on 'Next'

Fill the client details

Step 5: To finalize, click on 'Save' in order to store the client's information.

Click on save to store the client details

And this is how you can add a new client in eProcessify.