Login to the dashboard click customers and on the left side there is a button New Customer.
- Customer Details - In the customer details session, fill in the boxes as applied.
- Billing & Shipping – These informations are used for invoices/estimates. If your customer have different shipping address for the invoice you will need to populate also the shipping fields which will also be auto-included when creating a new invoice.
- Advanced Options – Advanced options are listed in several fields.
- Groups – Sort your customers into groups after that you will be able also to generate reports by groups and see which customer groups are the most valuable.
- Currency – If this currency is not in the system default currency when you add an estimate/invoice and select the customer the currency will be auto-changed regarding what is selected in this field. NOTE: You won't be able to change the custom currency if there are transactions found.
- Language – If you have multiple languages you can easily change the customer language. So when the customer will login and set up a different language than the system defaults to everything will be translated based on your translation for this language.
Fill in all the necessary data and click save.
Now your client can login in the client's area from the url https://accounting.impactherconnect.org/clients/login
NOTE: You can add new customers very quickly from the Quick Insert button on the top left dashboard menu.