How to Create a Client

Updated September 23, 2026 18:50

Before you start

You need a term before you can create a client. If you have not set one up yet, create the term first.

In the left-hand menu, click Companies, then click Create Company in the top-right corner.
Under Basic Details, enter the Company Name, then set Company Type to Client. Add the EIN and Industry Type if you have them.
Complete Operational Details, which appears once Client is selected:
- No Buy – leave as No. To block a client from purchase, set No Buy later from the profile's Credit Info, where a reason is required (see below).
- Terms – the client's default term. You can change this at any time.
- Credit Limit Approved and Credit Limit.
- Currency.
- Remittance Email Preferences – whether to send remittance emails for invoices and for fuel advances.
Fill in Contact Details. Address, Country, Email and Phone are required.
Click Create Company to finish, Create and Edit to go straight into the new profile, or Create Company & Create Other to keep adding companies.

Open the client and select Credit Info, then click Edit.
Set No Buy to Yes and choose a No Buy Reason (required).
Add a No Buy Note if needed (optional, up to 2,000 characters), then click Update.

Client Update Credit Info with No Buy Reason and No Buy Note

If the reason list is empty, an admin needs to add reasons under Settings › More › System Config › No Buy Reasons first.

Company type cannot be changed after the profile is created. Check it before you click Create.
Company types are Client, Debtor, Broker and Vendor.
Open the client from the Companies list to add funding instructions, roles, interest settings and documents.
There is no customer-number field. The Funding Code on the profile is generated automatically.