Adding a Client

Before you send a quote or invoice in Xagle, you add a client. A client is the customer or company you work with.

How to start a new client

1. Look at the menu on the left. Click Clients. (On some accounts the same item is named Tenants.)
2. Click the + next to Clients if you see it. That opens a blank form. Or go to the client list and use the New or Create button.

If those buttons are missing, your login may only let you view clients. Ask the person who manages Xagle at your company to give you access to create clients.

What you fill in first

While you are still creating a new client, the screen usually has two tabs:

• General — The main stuff: name, address, phone, email, and billing details.
• Settings — Extra options for this client.

Click Save at the top when you are ready.

After you save

Open the client again. You may see more tabs, for example:

• Contacts — People at that company
• Ship To — Where to ship (only if your company uses shipping)
• Attachments — Files you add
• Communication — Notes and messages

Not everyone sees every tab. It depends on how your company set up Xagle and what your login is allowed to do.