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This is Follow these steps on how to set up create a new client record.

New Client

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  1. Under the Admin menu, select Client.

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  1. Go to the General Ledger menu, then click Clients.

  2. Click on

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  1. the New button.

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  1. Select the type of client you wish to create. 

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  1. Enter

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  1. the relevant information regarding the client.

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  1. Click Save

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  1. .