Fancy some visual assistance?
Watch our handy tutorial video for Setting up your Clients in Crunch.
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.
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