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How to add a new client and how to edit/delete

Fancy some visual assistance?
Watch our handy tutorial video for Setting up your Clients in Crunch or check out our quick clip which you can enlarge by selecting:


For step-by-step support, please continue below.

To add one of your clients to Crunch, firstly navigate to the ‘Sales’ tab and then to the ‘Clients’ sub-tab. 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’ll need to fill in so that it looks a little something like our example below - you could also include a company name or an individual's name here:

Filling in the email address field of your ‘Contact details’ allows you to email invoices directly to your client.

You’ll then be presented with confirmation that your client has been successfully added to Crunch along with a list of all of your clients.
You can edit this list at any time by selecting the ‘
Options’ button against the client you want to make changes to.




Here, you will be able to edit all of your client's information. When you are finished, simply click 'Update client' at the bottom of the page.

You can also delete the chosen client by selecting 'Delete', as long as there are no Invoices associated with that client name.

When you’re satisfied, check out our Raising & Issuing Invoices guide next.

Still unsure? No problem! Take a look at our handy creating your clients' video
 

 
Last Updated: 28 Oct 2019 09:53AM GMT
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