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--- add_client [2014/10/15 15:40]
Jaco van Wyk created
+++ add_client [2014/10/24 20:27]
Lisa Adams
@@ Line 1: / Line 1: @@
-====== Add Client ======
+===== Add Client =====
+[[https://billing.snapbill.com/client/add|Clients > Add Client]]
+==== New Client Details ====
+^Functions ^ Sub-Functions ^ Description ^
+| First Name		|		|		|
+| Surname		|		|		|
+| Email Address		|		| All correspondence on the account will be sent to this email address as well as any other contacts added to the profile.		|
+| Cellphone Number		|		| This number will be used for any SMSes		|
+| Currency Payment Method		|		| The payment needs to be set correctly should the client be on debit order/EFT, this will also determine whether the client receives the correctly formatted invoice i.e EFT invoice includes your banking details / Debit Order invoices include Mandate links.		|
+| Company Name		|		| This will be the name that all invoices are addressed to, if this field is occupied it will over-ride the addressing invoices to "First Name/Surname"		|
+| Discount		|		| Here you can apply a global discount to the entire profile, all charges will be discounted at this (%) value		|
+| Vat Number		|		| This will be listed on all invoicing		|
+| Invoice Name		|		|		|
+| Date		|		| This will be the date saved as the creation date		|
+| Email Login Details		|		| Marking this tickbox will provide your client with user details to he client area found at "yourusername".snapbill.com		|

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