Here is a quick Step by Step on how to add a new client to Snoofa.
Option 1
Click the plus icon on the top panel menu. This can be accessed from anywhere the Snoofa admin module |
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Select Client |
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Fill in all the fields with the client information and click Create new |
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Option 2
Click Clients on the main menu on the left |
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Click the orange Add New Client button on the top right of the page |
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Fill in all the fields with the client information and click Create new |
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Client roles: Vendor and Buyer. Not choosing a role creates a partial client
Adding a VAT number turns client into a business account - this changes how their invoices are displayed
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