Home   |   Contact   |   Return to SnapBill Homepage

How to add a client in SnapBill

You can can add new and existing client records to SnapBill.

To add a client to SnapBill:

  1. Click on the Clients section in the Navigation Menu on the left of your screen.
  2. Click on Add client and enter your clients details.
  3. To complete click on Add client to save the information.

You can repeat this proccess as many times as you like to add all your clients to the SnapBill system. Once all your clients are added you can further modify and manage each record by:

  1. Clicking on the client’s name under the Clients section of the Navigation Menu.
  2. Click on the Modify button to change or add data to the fields
  3. Click Save changes to update the client record.

Would you like to...

Print this page Print this page

Email this page Email this page

Post a comment Post a comment

Subscribe me

Add to favorites Add to favorites

Remove Highlighting Remove Highlighting

Edit this Article

Quick Edit

Export to PDF

User Opinions (0 votes)

No users have voted.

Rate this answer?



Thank you for rating this answer.

Related Articles

No related articles were found.

Attachments

No attachments were found.

Continue