This article will guide you through the process of adding or updating your client's basic details.
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Adding Client Basic Details
When creating a new client, the first step is to enter its basic details.
Client Name: Name of the client registered with the HMRC
Client Company Number: Client registration number
Client Contact Name: Name of the primary contact person
Client Contact Email: Email address of the primary contact
Address Fields: Address of the client
Logo: Upload the logo of the client, which will appear on the payslip. The logo should have a max file size of 2MB, and only .png, .jpg, .jpeg files are allowed. While uploading the logo, you can crop the image.
Please ensure that all required fields, marked with an asterisk (*), are completed accurately. Once all details are entered, click "Save & Next" to proceed.
Updating Client Basic Details
If you need to update your client's details, follow these steps:
Navigate to the dashboard by clicking on the logo. This will take you to the "Manage Clients" list. By default, this is the page you will see as soon as you log in.
Find the client you wish to edit and click the "Edit" icon
in the corresponding row. This will open a screen displaying all client details.Click the "More" button located on the right-hand side.
A slider will appear with the client's details and the current user's short info.
Make the necessary changes and click "Save" to update the information.
If no changes are required, simply click the "Close" icon
at the top-right corner of the slider to exit.
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