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

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  1. Go to the

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  1. General Ledger menu, then click

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  1. Clients.

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  1. 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.