Note that to create a client, you must first add it as a person or legal person.

Step 1: Click on the "Person" tab in the main menu.

Step 2: Enter the person's name in "Filter" to facilitate your search. Make sure you have your view in "Person".

Step 3: Double-click on the person or click on the pencil to edit the selected person.

Step 4: Click on the "Client record" icon.

Step 5: Confirm the creation of the client.

Step 6: Enter your client's information.

Note that at this stage, it is possible to define the client number manually. Any number can be used, as long as it has not already been assigned to another client.

Step 7: Save this information by clicking on the green check mark.