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Add Client

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