You can add your clientsA client is an organisation or an individual that you are doing work for, usually on a billable basis. See also: billing client. to WorkflowMax by importing them from another system or by creating them from scratch.
We recommend that you create one or more client typesA client type is a named set of payment terms, used to ensure consistency across your client base. For example, you might set up two client types: Premium, with a markup rate of 30% and payment terms of by 20th of next month, and Standard, with a markup rate of 40% and payment terms of within 7 days. When you add a new client, you can then allocate Premium or Standard payment terms, as required. before you import or create client information.