# Client

{% embed url="<https://www.youtube.com/watch?v=AYzx_uY0S8o>" %}

<details>

<summary>Step 1: Creating a New Client</summary>

Go to the **"Client"** tab and click the **"Add New"** button to begin creating a new client profile.

<figure><img src="/files/9gZ3nZuZWGdxf6aZVDDc" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Step 2: Select Client Type</summary>

🔹 **Client Type** ***(Required)***

**Company** → For organizations or businesses

**Individual** → For personal clients

<figure><img src="/files/Ed8B5qc157CIyRwISZpH" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Step 3: Fill in Client Details (Client Type: Company)</summary>

If "Company" is selected as the Client Type, please fill in the following details:

🔹 **Client Name&#x20;*****(Required)***

Enter the client’s registered business name (e.g., *ABC Sdn. Bhd.*).

🔹 **Contact Person&#x20;*****(Required)***

Enter the full name of the primary contact person representing the client.

<figure><img src="/files/amKm8riFDextztP6qybo" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Step 4: Fill in Client Details (Client Type: Individual)</summary>

If "Individual" is selected as the Client Type, please fill in the following details:

🔹 **Client Name&#x20;*****(Required)***

Enter the client’s registered business name (e.g., *ABC Sdn. Bhd.*).

<figure><img src="/files/WgG49nMMJeFln6A53Xz9" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Step 5: Optional Fields (For Additional Information)</summary>

🔹 **Tax Identification Number (TIN)&#x20;*****(Optional)***

Enter the client’s Tax ID number, required for e-invoice submission.&#x20;

🔹 **Remarks&#x20;*****(Optional)***

Add internal notes for staff reference. These notes are **not visible to the client**.

🔹 **Contact No.&#x20;*****(Optional)***

Enter the client’s phone number in international format (e.g., *60123456789*).

🔹 **Email Address&#x20;*****(Optional)***

Provide the client’s email address. This will be used for communication and invoice delivery.

🔹 **Billing Address&#x20;*****(Optional)***

Enter the client’s billing address details:

* **Line 1, Line 2** → Street address
* **City** → City name
* **State** → State or region
* **Postcode** → Postal/ZIP code

<figure><img src="/files/fLwuN9y86pQu8bRsKryd" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Step 6: Save client details</summary>

Click the **"Save"** button to store the client details. Ensure all required fields are completed before saving; incomplete fields will prompt a notification.<br>

<figure><img src="/files/lKJpwyYdPEkyF3AZOx4P" alt=""><figcaption></figcaption></figure>

</details>


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