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
- 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.
- Click New Client.
3. The client info panel slides out from the right. On the Client info panel, select the
client type an individual or a company. Depending on the type of client selected,
the rest of client information fields change automatically.
For individual clients, complete the following fields:
- Name - Type in the name of individual you will send your quote/invoice to.
- Business Name - Type in the business name if applicable.
- Currency - Select the currency to be used to bill/invoice the client in.
- Email - Type in an email for the individual client. This email is used by default for invoices and quotes.
- Phone - Type in a contact number for the client.
- Address - Type in a mailing address for the client. This address is displayed on invoices and quotes.
- 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.
For company clients, complete the following fields:
- Company Name - Type in the client company name. This name is displayed on invoices and quotes.
- Currency - Select the currency to be used to bill/invoice the client in.
- Address -Type in a mailing address for the client. This address is displayed on invoices and quotes.
- 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.
- Contacts - Select or add a new contact for a company client. By default, all invoices and quotes will be addressed to this contact at the company. You can add multiple contacts for a company client.
4. Click Save Client to save client information.
Note: You can also import client and contact data from other systems. Click HERE to
learn more.
Don't forget to download the Rounded mobile app!
