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Need to add a new client? Just follow these steps: | |
Go to the menu and select Client > Add Client. | |
Fill in the Client Information form: | |
Name – Enter the client’s company or individual name. | |
Location – Mention the city or region the client is based in. | |
Address – Provide the full address for better records. | |
Select the Type: | |
Choose IT if the client is tech-related. | |
Choose NON IT for non-tech clients. | |
(Optional) Enter a Sub Account name if applicable. | |
Set the Agreement Start Date – When the business agreement begins. | |
Set the Agreement End Date – When the agreement ends. | |
(Optional) Upload a client logo or image by clicking Choose File. | |
Once everything is filled out, click the Save button . | |
Your client has been added successfully! |