Lesson 2: Add your clients in BoekBrug

Recording your clients once saves you a lot of typing later: when invoicing, you pick them with a single click.

What you learn

Add a client to your client list.

Steps

1. Go to My clients.
2. Click add client.
3. Fill in the details: name (required), and where you have them, also email, KvK number, VAT number, IBAN and address.
4. Save. The client is now in your list and searchable by name or email.

Tip

You don't have to get everything perfect at once. The name is enough to start; you add the rest later via edit. The more complete the details (especially VAT number and address), the better your invoices will meet the invoice requirements.

Done? Continue to Lesson 3 — Create your first invoice.