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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 ...
Add or Edit Client Custom Fields
Add New Client Custom Filed Go to Settings and open “Client Custom Fields.” Click on the “+New” button and enter the Field Name. (Eg. DIN, CIN, TAN, Father Name, etc.) Select the Field Type (input for a text field or select for a dropdown). If you ...
Upload the Client’s Documents
Open the Client dashboard. Search or click on the client’s name. Open the Document tab. You can drop or upload client Documents such as GST Return, ITR File, Audit reports etc.
Packages and Client Packages
What are Packages? Packages are groups of services offered to clients in bulk. The creation date and due date of all the services under the package will remain the same as the date specified in the services. You can assign the package to clients with ...
Add or Edit Client Group Name
Add Client Group Name Go to Settings, and open “Groups”. Click on “+New” button and type the Group Name. Click the Save button. Edit Client Group Name To edit the group name, click Edit (✎) button next to the group name. Change the name and click on ...