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How to add a client

To add one of your Clients to Crunch, firstly navigate to the "Sales" tab and then to the "Clients" sub-tab underneath. Then click the blue "New Client" button near the top right-hand corner, as shown below:

You'll then be presented with the "Add New Client" screen, which you will need to fill in so that it looks a little something like our example below, and you could have a company name or an individual's name here:

Filling in the email address field of your Contact allows you to email invoices directly to your Client.

You will then be presented with confirmation that your client has been successfully added to Crunch along with a list of all of your clients that you can edit at any time by hovering over the relevant "Options" button.

Last Updated: 11 Apr 2019 02:31PM BST
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