Question 1

How do I add a new client to the management system?

Accepted Answer

Click the 'Add New Client' button, fill in the client's name, contact details, billing address, shipping address, and GST number. The system will save all information for easy access during invoice creation.

Question 2

Can I store GST numbers for my clients?

Accepted Answer

Yes, the client management system includes dedicated fields for GST numbers, state codes, and tax information. This ensures GST-compliant invoicing for all your business clients.

Question 3

How do I search for specific clients?

Accepted Answer

Use the search box to find clients by name, email, phone number, or GST number. You can also sort clients alphabetically or by most recent additions for quick access.

Question 4

Can I import client data from spreadsheets?

Accepted Answer

Yes, you can import client data from CSV files. The system supports bulk import with fields for name, email, phone, address, GST number, and other contact information.

Question 5

How do I edit client information?

Accepted Answer

Click the edit button on any client card to modify their information. You can update contact details, addresses, GST numbers, and other relevant business information instantly.

Clients

No clients found