To add a new client OR edit existing client details, firstly navigate to Sidebar > Clients and Vendors > Clients and Prospects: 



Now, if you want to edit the details of an existing client, navigate to the Client Dashboard, locate the client, and click on “Edit” to update their details:



To add a new client, click on “Add Client” on the client dashboard:



Once you click on “Add Client”, you will be redirected to the New Client creation page:



This page has seven sections:


1. Basic Information : 


Here, add the basic details such as the Business Logo, Name, Industry, Country, and City/Town.


2. Tax Information (Optional, country-specific)

Here, add tax details according to the country of business.

  • India:
    If you are a business based in India, you can add GSTIN, PAN, Client Type (Individual/Company), and Tax Treatment from here:

           

      

  • Saudi Arabia:
    If you are a business based in Saudi Arabia, you add the VAT Number.

    To add more IDs, click on “Add More Additional IDs:

  • UAE:
    If you are a business based in the UAE, you can add the VAT Number, Client Type (Individual/Company), and Tax Treatment:

         

  • Malaysia
    If you are a business based in Malaysia, you can add the SST No, TIN No, VAT Number, and Client Type (Individual/Company)

    To add more IDs, click on “Add More Additional IDs.”:

           

  • Global:
    For other countries (not mentioned above), you will see a “VAT Number” tax field. You can edit the name of this field according to your local guidelines.

    For example, if your business is based in Sweden or France, you can change “VAT Number” to MOMS or TVA, respectively.
     

3. Address (Optional):

Here, add the address details such as the Country, State/Province, City/Town, Postal/ZIP Code, and Street Address.


4. Shipping Details:

In this section, you can add one or more shipping addresses for the client.


5. Additional Details (Optional):



Here, add additional details such as Business Alias (nickname), Unique Key (similar to a Business ID), Email, and Phone Number.


You can choose to display your email or phone number on the invoice by simply checking the box below the respective field.


In case you want to add more details, you can do so by clicking on “Add Custom Fields.”


6. Attachments:



You can upload and store important client documents (KYC, Incorporation Certificate, Agreements, and so on) from here.


7. Accounting Details:



If you are managing your accounting on Refrens, you can choose whether you want to create a new ledger for the client/vendor or link it to an existing ledger. 


Once done, click “Save” and you are good to go!

In case you still have questions, reach out to us at care@refrens.com or contact us via live chat support for quicker assistance.