Setting up and adding new clients in SapphireOne is the first step in managing your accounts receivables. This process ensures that all Client information is accurately recorded, facilitating smooth transactions and communication.
- Navigate to Accounts > Receivables > Inquiry and the select the Clients item. Sapphire one will display the Clients screen with a list of all clients that are currently in the data file
- Click the blue + button on the main toolbar to create a new Client.
- On the Details page, fill in the necessary fields such as Client ID, Client Name, Contact Information, and any other relevant details.
- On the Terms page, pay close attention to the Payment Terms and Credit Control areas and enter details as required.
- Finalise the setup by clicking on the green tick button on the main toolbar.
All of a client’s details may be altered at a later time, with the exception of the Client’s ID.
For more detailed information, refer to the Accounts > Receivables > Clients article.