Post on 03-Aug-2015
How do I create a client?
www.cloudbooksapp.com
In this slide you will see detailed instructions regarding adding a new client to CloudBooks. Please note that the only required fields for adding a client is email address and first and last name of the client.
www.cloudbooksapp.com
Go to the Clients tab
www.cloudbooksapp.com
Go to the Client tab
www.cloudbooksapp.com
Click on the red “New Client” button
www.cloudbooksapp.com
Give your client an organization name. This can be their company name, their first name/last name, or anything you want to label your client. The organization name will appear on invoices.
Enter an email address for your client. This is a required field. If your client doesn’t use email, you can enter your own email address or void email address.
www.cloudbooksapp.com
Fill the contact name of your client. This name will appear on invoices under the Organization Name.
www.cloudbooksapp.com
Enter your Client’s mailing address.
www.cloudbooksapp.com
Enter your Client’s mailing address.
www.cloudbooksapp.com
Click “Submit” and you’ll be ready to invoice them! Don’t forget to make an ice cream sundae to celebrate.
www.cloudbooksapp.com