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Adding a Client

Adding a client is the first step to creating invoices, tracking payments, and organizing your business records. It’s quick and easy—just follow the steps below to get started.

1. Open the Clients Section


Go to the “Clients” section in the main menu bar, then click the “New” button. A form will open where you can type in your new client’s information.

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2. Complete the Client Fields

General

On the Client Form screen, provide the client’s details and contact information. 

Settings

Active: when a client record is not active, they will not appear in the default client list and normal transactions will not be allowed

Company Profile: choose which Company Profile the client should be listed under (if you have more than one company profile)

Parent Account: If this client is part of another business or owned by one, choose that business from the list. The list only shows clients that allow child accounts. If this client isn’t part of another business, you can leave this blank.

Invoices Paid By: the third party business that this client uses to pay their invoices. The list contains the client records which have the 3rd Party Bill Payer set to Yes. Leave blank if the client pays their own invoices. 

Default Terms: choose between the default terms, net terms, or customized terms 

Invoice Payment Receipt Template: choose the default template 

Marketing Email Opt-Out: select if the client should or should not receive marketing emails from your company 

Invoice Prefix: a unique invoice prefix code is automatically assigned to a client record when it is created. It can be manually changed later. It can be used as part of your document numbering scheme for invoice numbering, allowing for a unique invoice number per client. 

Default Currency: select the currency that the client will use for all transactions, including quotes

Language: the language that will be displayed for the client when they login to the Client Portal

Allow Child Accounts: selecting Yes allows this client account to act as a Parent Account and allow it to be selected from the Parent Accounts list

3rd Party Bill Payer: select if this client account has a 3rd party who pays their invoices 

Timezone: select the timezone that the client is based in 

Automatically Email Payment Receipts: allows an automatic payment receipt to be emailed to the client when their invoice is paid 

Automatically Email Subscriptions: sends an emailed invoiced to the client when a Subscription is run and creates a live invoice 

Allow Online Payment Processing Fees: online payment processing fees may be assessed for customers paying by credit card, using their public invoice link (included in the invoice email). 

E-Invoicing Support: 

Allow Client Logins: If you’d like to let the client log in to pay invoices, view quotes, or access past documents, you can provide them with a Client Center login. For more information, refer to the how do I create logins for my clients guide.

    3. Save the Client


    Once you’ve entered all necessary information, click the Save button. Your new client record is now complete and ready for use.

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