Set Up and Add a New Client

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.

  1. Navigate to Clients
    • Go to Accounts > Receivables > Clients.
  2. Initiate a New Client
    • Click the + button to create a new client.
  3. Enter the Client Details
    • Fill in the necessary fields such as Client ID, Client Name, Contact Information, and any other relevant details.
  4. Save the Client
    • Finalise the setup by clicking the green tick button.

For more detailed information, refer to the Accounts > Receivables > Clients article.

2 0 0 July 2, 2024

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