Client Type: You can choose between the client being either:
Individual: A client representing himself and not any legal entity like organizations or companies.
Business: The client represents a company or institution. Then additional details like “Business Name”“Commercial Register” and “VAT Number” can be added.
Client Details:
Full Name /Business Name (Mandatory): The client’s name as it appears on the client list.
First Name – Last Name (Specific to business clients): To add the name of the person representing the company or institution.
Gender (Specific to individual client): Choose between “Male” or “Female“.
Birth Date (Specific to individual client): The client’s birth date.
Phone – Mobile: Add the contact numbers for the client.
Address: Add the full address of the client (Street, City, State/Region).
Postal Code: A set of letters or numbers indicating a specific region within the country. You can find it by looking for your local postal code.
Country: The nationality of the client or the country where the client resides.
Credit Limit: The maximum debt that can be incurred by the client, or the value of unpaid purchases that cannot be followed by other purchases without settling the old ones.
Credit Period Limit: The grace period available for the client to settle his debts and pay his bills.
Commercial Register (Specific to business clients): The commercial registration number of the company.
VAT Number: (Specific to business clients): The tax number for the company.
Map(1): Locate the client geographically on the map.
Add Secondary address (Shipping Address): When activated, fields for a second address specific to the client will appear for you to add an additional address. This second address represents the client’s shipping address.
Note: The “Secondary Address” can be shown as a shipping address within the client’s invoices. You can check the details in the guide [“Invoice/Estimate Layouts“].
Contacts List: Through this, you can add more contact information related to the client himself or other people representing him.
Account Details:
Code Number: This is a number that represents the client code and is automatically sequenced. It can be modified or the sequencing method can be changed through the [Auto Numbering Settings-]within the account.
Invoicing Method: Specify how to deal with the client and choose between “Print” for direct dealings, or “Send by Mail” for electronic (online) dealings.
Note: The “Email”field becomes mandatory when choosing “Send by Mail”.
Currency: The default currency for any financial transactions related to this client.
Email: The client’s email where they receive details of recent operations and procedures, also the email used to log into their portal page.
Category: Specifies the category to which the clients belong to facilitate filtering among clients in lists and reports.
Notes: An open box to add any client-specific notes that you want to keep in their profile and display again.
Display Language: The language the client views their portal in; you can choose between Arabic and English.
Price Group: You can select a special price list for this client from the price lists that you have created on the system. For more details, see the guide [“Defining a New Price List“].
Tags: Tags can be added at the bottom left of the page to provide keywords about the client; used for quick searches for clients with the same tag in the client list.
Click on the “Save” button.
Note (1): This field can be shown or hidden through client-specific settings. For more details, see the guide Client Settings.
Note (2): Once saved, a sub-account for the client will be added to the Chart of Accounts as follows:
Assets > Current Assets > Accounts Receivable > Clients.
