2. Clients – post

Adding New Clients (including Pickups)

To add a new client, click on the Add Client menu…
This will display a blank client screen, where you can type in the relevant personal and contact details, when you service them, and how you want to bill them. This is described in more detail further in this document.

When you add a pickup in Jim’s Jobs, it will push through to Jim’s Online and Xero (if applicable). There is no longer a need to enter them into Jim’s Online.