# Clients

{% hint style="success" %}
**Recent Jobs feature:** You can view the ten latest Jobs linked to the Client you are viewing.
{% endhint %}

## Adding a New Client

{% stepper %}
{% step %}
Navigate to the Active tab on the **Clients** page. 
{% endstep %}

{% step %}
Click **+ New Client.**
{% endstep %}

{% step %}
Add all applicable **General** information:

* Company Display Name
* Client Code

{% hint style="success" %}
Creating Client Codes doesn’t have to be complicated — a simple, consistent system works best for keeping everything organised. Here’s an easy way to set them up:

Start with the first three letters of the client’s Registered Company Name. (For example, “Acme Media” → “ACM”.)

Add a three-digit number to the end. Begin with 001 for your first client using that prefix. If that code is already taken, simply move to the next available number, such as 002, 003, and so on.
{% endhint %}

* Checkbox for ‘Account Active’
* Telephone
* Email
* Website
* Physical and Postal Address (checkbox Same as Physical)
  {% endstep %}

{% step %}
Add all applicable **Financial** information:

* Registered Company Name
* Tax / VAT Number
* Tax / VAT Rates (%)
* Billing Tier dropdown
* Payment Terms (select from dropdown, either ‘Cash on Delivery’ or ‘Other’)
* Credit Limit

{% hint style="info" %}
**Company Display Name**, **Billing Tier** and **Tax Rate** are required fields
{% endhint %}
{% endstep %}

{% step %}
Add a **Contact** to your Client.

{% hint style="info" %}
Adding Contacts to your New Client will assist with assigning **Jobs** to specific contact persons. Add all relevant details in the right column and click the ‘Save’ button when happy with all the information added.

To add additional Contacts to your Client, click on **+ New Contact** to open the Contact Detail fields.
{% endhint %}
{% endstep %}

{% step %}
Click the **Save** button to add your new **Client**.
{% endstep %}
{% endstepper %}

## Adding a New Prospect Client

{% stepper %}
{% step %}
Navigate to the **Prospective** tab on the **Clients** page.
{% endstep %}

{% step %}
Click **+ New Prospect**.
{% endstep %}

{% step %}
Add applicable **General** information:

* Company Display Name
* Checkbox for ‘Account Active’

{% hint style="info" %}
When selecting the Account Active checkbox, this will display the **New Client** fields to activate the Client.
{% endhint %}
{% endstep %}

{% step %}
Add applicable **Financial** information:

* Tax / VAT Rates (%)
* Billing Tier dropdown
* Select a Currency from the dropdown

{% hint style="info" %}
**Company Display Name**, **Billing Tier** and **Tax Rate** are required fields.
{% endhint %}
{% endstep %}

{% step %}
Add a Prospect Client Contact by adding **Contact Name** and contact details.
{% endstep %}

{% step %}
Click the **Save** button.
{% endstep %}
{% endstepper %}

{% hint style="success" %}

#### Adding a **Client** or Prospect Client from a new **Job**?

Select the relevant **Client**. If no client exists, click **+ Add Quick Client** which will display **New Prospect** fields.
{% endhint %}


---

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