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 HERE
  • Business 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.

Don't forget to download the Rounded mobile app!

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