Modified on: Wed, 22 Jul, 2020 at 9:16 AM
Select your client via "Dropdown Arrow" from the left side or through "Clients" from the right side.
Client "Settings" is located below Client's Name
To avoid future form error, make sure to complete your Client's information at -
Settings --->Contact Details
Settings ---> Tax
Then you can proceed to add a form.
Define Client Relationship
Adding clients Archiving Clients / Delete Client
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