Step 1. Using the menu bar on the left click on Companies, then click Create Company in the top right corner.
Step 2. Once you've clicked Create Company, a blade will appear from the right side of the screen to begin entering the client's information. First, enter the company name, then using the drop down for company type, select client. It is important to double check you've selected the correct company type as this will determine the type of profile that is created. *The company type cannot be changes once the profile is created.
Step 3. Now that you have client selected in the drop down for company type, you will now see Operational Details. This is where you will select the clients default terms and their currency. The client's default term can be changed at any time. Please also enter the contact details for this client. *Please note- you will need to create a term before you can create a client profile.
Step 4. Once the required fields are entered, click Create Company on the bottom right and his will complete the creation of the client profile. You can then add additional details to the profile by clicking into the client from the company list.