General Discussion

How to add New Clients in Modern Bill V5.1?

> Login to Clients
> Add new Clients
> The following is the procedure and information should be entered as follows –

Accounts

> Username – Enter the username
> Password – Enter the password
> Confirmation of password
> Check on “Active” to activate the client’s accounts
> Select them for the account

Personal –

> Enter Client’s name
> Enter E-mail Address
> Select Language
> Add in the street Address / Suite / Apartment
> Enter City / State / Zip / Country
> Enter Phone Number
> Enter Fax Number

Manage Billing –

> Select the Billing mode
> Enter Companies Names
> Check “Apply” on the Client’s Accounts to apply taxes.
> Enter the Tax ID Number

> Click on “Add Client”

The client is now added to the account in Modern Bill.