Start by adding a Placement and add a new client by clicking on the green plus button next to the Client field.
From there you will be prompted to add a Client Name, Address and Invoice Template. Click save.
You can also add clients or manage the details of existing clients under Manage > Clients.
From there you can also add your client's Billing Email Address and Billing Recipient Name. A copy of all invoices generated for this client will be sent to the specified email address, and you can specify multiple email addresses separated by a semi-colon.
To delete a client, make sure they have no existing placements and go to the bottom right-hand corner to press Delete Client.
Setup Payment Terms
You can specify on the client (Manage > Client) whether you want the payments terms to be:
- The Invoice Due Date
- X Days after invoice date
- X Day of the current month
- X Day of the following month