Can I add new clients manually?
Yes. Use the Clients tab
or the quick link on the dashboard to add or manage client information.
The Clients page displays a list of all clients, including active and archived clients.
To add a new client
1. Log in to Rounded and from the menu on the left, click Clients. A list of clients currently active in the system is displayed. Tip: By default, this page will only display all active clients. Use the drop-down to view archived clients.
2. Click New Client.
3. The client card window will be displayed
Complete the following fields:
Business name - Type in the business name if applicable.
Colour - Assign a colour for the client.
Address - Type in a mailing address for the client. This address can be displayed on invoices and quotes.
To learn how to display client’s business address, click HEREBusiness number - Type in the business number (e.g. client’s ABN) if applicable.
Invoice currency - Select the currency to be used to bill/invoice the client in.
Invoicing prefix - Type in a unique prefix for your invoices. This prefix is displayed on your invoices. For example, for Client A, you could use a prefix CLA.
Payment terms - Set the payment terms specific to the client.
Default hour rate - Set an hourly rate specific to the client.
Notes - Type in notes for the client that will also appear on the invoice.
NB: The notes section will only appear on the client’s invoices once there’s a note saved on the client card.Contact name - Add a contact person to a client card.
Email - Type in an email. This email is used by default for invoices and quotes.
Phone - Type in a contact number for the client.
Profile pic or logo - Choose a photo or logo for your client.
4. Click Save Client to save client information.
Notes:
You can also import client and contact data from other systems. Click HERE to learn more.
To learn how to import from Xero, click HERE.
Don't forget to download the Rounded mobile app!
