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How do I add a client?

 

There are a few places to add clients in the program as long as you have access to do so.

First, go to Clients in your Blue menu bar, then from here click the Add Client button

Only the Client Name is what is required when entering your client so if you are in a hurry, you can always go back and edit the client later to add more detail. The Client Name is how you organize the clients in the software and the Billing Name is what will show on the invoice for the client to see.

Other areas you can add new Clients in are:

  1. In a time entry by clicking the green plus icon next to the Client field.
  2. In a New Project screen by clicking the green plus icon next to the Client field.
  3. The plus (+) icon in the upper right corner of your name.
  4. In the Widget & iPad.
  5. In the mobile applications.
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