To add a new client manually
Go to Clients from the left menu or the dashboard quick link (+).
Click New Client. The client card window will be displayed.
Fill in Client Details like business name, ABN, address, currency, invoicing prefix, payment terms, hourly rate, notes, and assign a colour.
Add Contact Details including name, email, phone, and optional logo.
Click Save Client to store everything.
NOTE: You also have the option to import client and contact data from other systems (e.g. Xero).
Remember to download the Rounded mobile app!
