...
| 1 | Under the Admin menu, select Client. |
| |
| 2 | To search for an existing client, enter the Given Name, Surname/Business Name or Type and click Search. |
| 3 | Click on the desired client that you wish to update the details of. |
| |
| 4 | If client is no longer needed, it can be made inactive so that it does not appear in the income and expense screens by unselecting the 'Active' checkbox. |
| 5 | Once you have updated what is needed, click Save. |
| 6 | Under the Transaction tab, you are also able to see a list of all transactions that have been processed for the selected client. |
| |
| 67 | Alternatively, add a new client by clicking New |
