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.