Submit a new client | customer through 'New Client’ online form. Client information supports a number of apps.
Once approved, the information will be available under ‘Client List’.
Approval is to check clients credit worthiness and can be turned off.
Click ‘email’ to send a link to a blank or partially completed ‘New Clients’ form saved for your clients to complete and upload for you. You can turn on/off sections depending on the information required.
View your complete list of clients|customers.
Archive any selected client.
Unarchive earlier archived clients, which will reappear on your ‘Client List’