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What are Clients?
Simply put, Clients clients are Customerscustomers.
All clients belong to a Client Group which is determined when creating or specified during account creation, or when editing a client. Each company has by default a "General" client group by default, and new clients are placed in this group by defaultautomatically if not specified differently. As a result, creating a client group is not necessary to add a client, unless the client should be categorized differently or have unique settings that vary from the General group. Client Groups have settings that make themselves unique from one another.
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To create a new client, click [Clients] > Add Client.
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A form will be presented with the following sections:
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Here a client can be set to a tax exempt status, their Tax ID stored, and the preferred currency can be selected. When services are renewed they will renew in the client's preferred currency, though it is possible for a client to order services in different currencies if the order form allows such.
Authentication
Each client requires a unique username and a secure password. In most cases, the client's email address makes a great username, but a separate and by default their email address will be used. However, a specific username can be entered by selecting "Specify a username".
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