How do I create clients?
Customers can be added in several ways.
After logging into your My-dox Profile, from the home screen
on the top Menu, select Contractors (1). From the page that opens, a little above the right (above the Search box) select Add (2). From the window that appears, choose Client (3a).
The same page will open and if after selecting Contractors (1) from the popup menu in the Main Menu, select Add counterparty (3b).
The information can be entered automatically by entering Vies Vat number of client / company (4) and the box top right and do a search (5).
Or Fill in the required fields (such as Name (6), address, email, VAT ID.N. etc.). You can add Logo Provider (7). Select the currency (8). you work with the Provider and if you use the discount, enter the appropriate information (9)
Finally, press the Add Button (10) to finish the process.
Another way to add client is from any page on the website to select the top right to Search the Add button (1). And that opens a window of Contractors, choose Client (2)..
The following steps are the same as given above (4-10).