To
...
create a new client, click [Clients] > [Add Client]. A form will be presented with the following sections:
Contact Info
This section requests generic contact information, including name, street address, and email address.
Phone Numbers
This section allows you to enter an unlimited number of contact numbers for the client. You can choose from Phone and Fax numbers , as well as categorize their locationcan be selected and categorized by location such as "work" or "home". The first fax number entered for a client becomes the default fax number of the client.
Billing Info
Here you a client can be set to a tax exempt status for the client , their Tax ID stored, and the client's preferred currency can be selected. When services are renewed they will renew in the client's preferred currency.
Authentication
Each client requires a unique username and a secure password. In most cases, the client's email address makes a great username, but if you'd like to specify a separate username select can be entered by selecting "Specify a username".
Additional Settings
This section allows you to set the client's the clients language and client group to be set. To add additional client groups visit [Settings] > [Company] > [Client Groups], learn more. To add additional languages visit [Settings] > [Company] > [General] > [Internationalization], learn more.