How to add a Client

How to add a Client a TaxPay step-by-step guide.

1. On the sidebar on the left side click Dashboard. On that page, under Clients click Add Clients.

OR

From the sidebar on the left click Clients. It will take the user to the Manage Client page. On that page click  ➕Add Client.

2. A window will appear on the right side titled Add Client. Fill out the blank spaces (the blank boxes with the red dot is mandatory to fill out). Once filled out click Save.

4. Once saved, the new client page will appear. To find the new client that was just created, go to the sidebar and click Clients again. This will take the user to Manage Client page where the client will appear on the list.