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Test Code

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  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. Enter all relevant address details.
    3. Telephone – Click add_plus adjacent to the relevant telephone number (Landline, Mobile, or Facsimile) and enter the required number. Click ???? if you want to add an alternate number, for example Work.
  4. Click Next, or select 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 select 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.
  6. Click Save and Close when complete to save the client information.
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  1. Choose Clients > Clients Management to open the Client Management screen.
  2. Click Create New Client to open the New Client screen.
  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 > Invoice Notification.
      • Telephone – Click adjacent to the relevant telephone number (Landline, Mobile, or Facsimile) and enter the required number. Click if you want to add an alternate number, for example Work.
      • Click Next, or select the Client Addresses tab and enter the required client address details as follows:
      • Click Next or select the Client Contacts tab and enter the required client contact details as follows:
      • Click Save and Close when complete to save the client information.
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