App Menu

New Client:

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.

Client List:

View your complete list of clients|customers.

Archive any selected client.

Unarchive earlier archived clients, which will reappear on your ‘Client List’