New Client
Adding a new client
- Select Clients in the Manage Bar.
- Select Action > New Client or click the Add button in the Bottom Bar and select Add Client.
- A client card appears. Enter the following details:
- Full Name
- Company
- Is a Company: Check this box if this is a corporate client.
- Address: Street, city, state, ZIP code, country.
- Phone
- Email
- Tax ID
- Currency: Click on the field to select one of the operational currencies. To edit the currency list, select Bill Engine > Preferences > Currencies.
- Currency: Click on the field to select one of the operational currencies. To edit the currency list, select Bill Engine > Preferences > Currencies.
- When finished, click Done.
To edit client's details, double-click on the name in the Workspace. The client card also lists paid, unpaid, overdue, and uninvoiced amounts related to that client.
You can also create your client list by importing the names and details from Money or Address Book.
Importing client data
- Select Clients in the Manage Bar.
- Select File > Import Clients or click the Add button in the Bottom Bar and select Import Client.
- Choose Money or a relevant Address Book group.
- Select the clients whose data you wish to import to Bill Engine. To select all names in the given list, click Shift + A.
- Click Import.
Deleting a client
- Click the "-" button on the right-hand side of the client entry.
- Right-click on the client entry and select Remove.