Below you will find a very detailed instruction guide to creating clients. Please note that the only required field for a client is their email address and that you do not have to follow every single step we have provided. Instructions are written below: https://www.cloudbooksapp.com/

1. How do I create
clients?

2. Below you will find a very detailed instruction guide to
creating clients. Please note that the only required
field for a client is their email address and that you do
not have to follow every single step we have provided.
Instructions are written below:

3. Step 1: Go to the Client tab

4. Step 2: Click on the red “New Client” button

5. Step 3: 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

7. Step 4: 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 a void email address.
Step 5: Fill the Contact name of your client.
This name will appear on invoices under the
Organization Name
Step 6: Enter your Client’s mailing address.

9. Step 7: Click “Submit” and you’ll be ready to invoice them! Don’t forget to make an
ice cream sundae to celebrate.