How do I create a new client?
Via the + button > New client, you have the option to add a new client.
After adding the client’s e-mail address and name, an account can be created.
Via the button More details (optional) you have the option to add a client’s address and company data. There is also the option to add a client’s bank account number and thus immediately assign a product to the client and collect the amount.
After filling in all required details, you can click on ‘Create client’. A welcome e-mail is then sent to the client containing an automatically generated password (with which the client can log in) and a link to the login portal.