Feature available for all editions of the software.
Please note that in order to create a client, you must first add them as a physical person or a legal person.
Step 1 : Click on the "Persons" tab of the main menu.
Step 2 : Enter the person's name in the "Filter" field to make your search easier. Make sure that your view is set to "People".
Step 3 : Double-click on the person or select the person and then click on the pencil icon to edit the selected person.
Step 4 : Click on the Client info icon.
Step 5 : Click on Create to confirm the creation of the client.
Step 6 : Enter your client's information.
Please note that at this stage, it is possible to manually define the client number. Any number can be used, provided that it has not already been assigned to another client.
Step 7 : Save this information by clicking on the green check mark.
