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 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!

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