Create New Client

Note: You can only do transactions in Billdozer once clients have been added to the system.

Note: If entering client data in stages, click Save and Close before exiting each client-data page. Then select the relevant client, and click Edit Client to continue entering data.

1. Select the Clients tab in the top navigation menu. The View Clients screen is displayed.
2. Click Create New Client. The New Client screen is displayed.
3. Select the Client Information tab and enter the required client details, fields include:
   1. Account Number – This account number is used on all invoices and receipts sent to and received from the client.
   2. Is legal entity – check this check box if the client is a registered business. If checked, enter the applicable associated company information, such as:
      • Company Name
      • Company Registration # – the company registration number
      • VAT Number – if the company is VAT registered
      • Category – used to categorize clients into groups, for example Builders or Service Providers

      If unchecked, enter the applicable associated client personal information, such as:

      • Name
      • Identity Number
      • Email Address – used in conjunction with the ‘Automatically email invoices’ field (see below)
      • Category – used to categorize clients into groups, for example Builders or Service Providers
      • Automatically email invoices – If checked, invoices and statements are automatically emailed to both the email address entered in the above field, as well as to the email address of the primary contact. See also Messaging > Automated Email
   3. Telephone – Click the pen icon next to the relevant telephone number (Landline, Mobile, or Facsimile) and enter the required number. Click + Telephone if you want to add an alternate number, for example Work. Click ✔ to add the number or X to delete the number.
4. Click Next, or choose the Client Addresses tab and enter the required client address details as follows:
   1. Click + Add Address for each address that you want to add. The Client Addresses input form is opened.
   2. Enter all relevant address details.
   3. Click Save Address when complete.
5. Click Next or choose the Client Contacts tab and enter the required client contact details as follows:
   1. Click + Add Contact for each client contact that you want to add in order to open the input form.
   2. Enter all relevant client contacts details.
   3. Click Save Contact when complete.
   4. Click Save and Close to exit.