Create a client from scratch

For convenience and flexibility, allows you to create clients at any time.

You can also add a client as you create a new job, quote or estimate, see Add a client.

To create a new client from scratch:

1. In the main menu, select Clients > + Create New Client.
2. On the New Client screen, provide the following information, as required.

   Field	Description
   General
   Name	The full name of the client. For example: Archway Business Contracts Limited
   Client Manager	Usually this is the person who "won" this account and who engages directly with the client. When you create a new job for this client, the account manager you set at the client level will be the default for the job; however it can be changed for a specific job, if required.
   Business Structure	(Premium only) The business structure of the client organisation such as company, partnership or individual. Configured in > General > Client Settings > Business Structure.
   Job Manager	This is the person who manages the work for this client, and could potentially be the same as the account manager. When you create a new job for this client, the job manager you set at the client level will be the default for the job; however it can be changed for a specific job, if required.
   Client Type	This field can be selected only if you have already created one or more client types A 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. . Configured in > General > Client Settings > Client Type.
   Contact Details
   Phone	A generic contact phone number for the client. You can set up additional phone numbers for specific contact people when you set up client contacts.
   Fax
   Email	A generic contact email address for the client. You can set up additional email addresses for specific contact people when you set up client contacts.
   Referral Source	The way that the client heard about your organisation, such as a Google search, for example. For further details, see the Referral Source help article.
   Website
   Addresses
   Billing Address Look up	Physical address. matches the street/apartment number and street name progressively as you type. Type your client's physical street address. If a full matching address is displayed, select it from the dropdown list. The remaining address fields are populated automatically. If there is no matching address, click into the Street Address field. Type the Street Address and complete the remaining address fields manually, as required.
   Street Address
   Town/City
   State/Region
   Postal/Zip Code
   Country	Type the start of the required country name to scroll directly to the country.
   Postal address same as billing address	Deselect this checkbox to display the postal address data fields. The postal address data field names are the same as for physical address.
   Tax and Company (available fields vary depending on user location)
   Australia
   TFN	Text input for Tax File Number (TFN).
   ACN	Text input for Australian Company Number (ACN).
   ABN/WPN	Text input for Australian Business Number (ABN) or Withholding Payer Number (WPN).
   Balance Date	Select the balance date month from the drop-down list.
   Branch/CAC/ICA #	Text input for Branch, Client Account Code (CAC), or Industry Classification Number (ICA).
   United Kingdom
   VAT Number	Text input for Value Added Tax (VAT) number.
   Company Number	Text input for company registration number.
   Year End Date	Select the year-end date month from the drop-down list.
   New Zealand
   IRD Number	Text input for Inland Revenue Department (IRD) number.
   NZBN	Text input for New Zealand Business Number (NZBN).
   Company Number	Text input for company registration number.
   Balance Date	Select the balance date month from the drop-down list.
   Other countries (rest of world)
   Tax Number	Text input for tax number.
   Company Number	Text input for company registration number.
   Year End Date	Select the year-end date month from the drop-down list.
   Billing
   Zero Rated Tax	If this is an overseas client and you are exporting to them, you may not be required to collect sales tax, so select this checkbox to set the sales tax on your invoices at 0%. If your account is integrated with Xero, you are then prompted to select a suitable, zero-rated tax item from a drop-down list. The available zero-rated tax items are listed in the > Settings > Organisation Settings > Financial section.
   + Add Different Billing Details	Work performed for one client can be billed to another client (the 'billing client') if required. For example, a parent company might be billed for work done for a subsidiary. If work for the current client is to be billed to a different client, select that client here. Invoices will then show the name of the billing client, even though the work is for the original client.
   + Add Custom Task Rates	This is used when you are billing on task rates only (it has no effect on staff rates). For example, you may do some work for a not-for-profit organisation at a discounted rate. So where you may normally charge $200 per hour for client meetings, you can set a custom task rate for this client where you only charge $100 per hour.

3. Save your changes.
   • The new client is created.
   • The Client Manager screen is displayed.