How to create a new client record on Hsabati?

To create a new client, please follow these steps:

1. Go to “CRM” and then “Clients.”

1. Click on “Add a Client.”
2. Fill in the “General Information” before moving on to other sections.
3. Enter the billing and shipping details under “Billing & Shipping.”
4. Fill in the “Bank Details.”
5. The “Revenue” will be automatically updated as the client is invoiced.

Advanced Options:

In the “Advanced Options” section, you have the ability to:

• Set a “Maximum Credit” to limit the client’s outstanding balance.
• Apply a “Permanent Discount” so that it is automatically reflected in invoices.
• Add “Payment Terms.”
• Define the “Client Category”.

Click “Save” to finalize the creation of your client record.