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Frequently Asked Questions

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How do I add a new client?

You have two options: either from the ‘Clients’ menu or directly from the page where you create a new document (invoice, proforma, receipt or notice).

1. Enter a new client from the ‘Clients’ menu:

– Click ‘Clients’ from the main horizontal menu.

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– Click the ‘+ Add a client’ button

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– fill in data and do not forget to save.