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What are Clients?

Simply put, clients are your customers.

All clients belong to a Client Group which is specified during account creation, or when editing a client. Each company has a "General" client group by default, and new clients are placed in this group automatically 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. Company > Client Groups have settings that make themselves unique from one another.

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