{"id":15501,"date":"2024-03-28T09:28:38","date_gmt":"2024-03-28T09:28:38","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d8%b9%d9%85%d9%8a%d9%84-%d8%ac%d8%af%d9%8a%d8%af\/"},"modified":"2025-03-05T11:01:47","modified_gmt":"2025-03-05T11:01:47","slug":"adding-a-new-client","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-client\/","title":{"rendered":"Adding a New Client"},"content":{"rendered":"

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Maintaining organized files for clients and facilitating necessary procedures on them saves you a lot. Here are the details of adding clients and organizing their files through scheduling in the upcoming steps.<\/p>\n

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Click on ‘Add New Client<\/strong>‘ from the ‘Clients<\/strong>‘ dropdown menu in the main menu, or click on ‘Manage Clients<\/strong>‘ from the dropdown menu in the main menu, then click on the ‘New Client<\/strong>‘ button.<\/p>\n

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Select the type of client and enter the general information<\/a>.<\/p>\n

You can learn more about client data fields from here<\/a>.<\/p>\n

And more about the client’s opening balance from here<\/a>.<\/p>\n

And more about client classification from here<\/a>.<\/p>\n

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For more information on assigning a price list to the client, refer to the guide assign a price list to the client<\/a><\/strong>.<\/p>\n

For more information on creating price lists in the system and how to use them, click here<\/a><\/strong>.<\/p>\n

And from here learn how to add multiple addresses<\/a><\/strong> for the client or link their address to Google Maps<\/a><\/strong>.<\/p>\n

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Note the difference between individual and business client types, where business clients will have fields for ‘Commercial Register<\/strong>‘ and ‘Tax ID<\/strong>‘.”<\/p>\n

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By accessing ‘Manage Clients<\/strong>‘ from the dropdown menu under ‘Clients<\/strong>‘ in the main menu, you can select several clients to perform certain actions collectively or individually, such as:<\/p>\n