Create New Client

Create New Client

  • Log in to the Dashboard
  • Open the client panel, click on (+ New) button or just click (+) marker next to the clients menu.
  • Enter all basic details of the client (Name, Type, Mobile number, Email, Address, PAN, GSTIN, etc).
  • Select a Group (if any relevant group)
  • Select the User(s) and Tags.
  • Enter the opening Balance if the client has a balance in debit or credit previously.
  • Fill Contact person name of the client eg. Client - “ABC LTD” and the contact person “Ram Gupta.”
  • To add more information about the clients use the Custom field.
  • Click on the Save button.


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