Creating a New Client
Creating a client in SmartLedger.AI is quick and straightforward.
1: Navigate to Client
• From the left navigation menu, select Sales → Client.
• Click + Create New Client.
2: Enter Client Details
Provide the basic invoice information:
• Select Type of Client (Indian or International)
• Enter Client GSTIN
• Enter Client Name
• Enter Client Primary Phone
• Enter Client Email Address
• Enter Client Invoice Key
• Select is Active or not
3: Enter More Details
Click on Add more details
• Upload Client Logo
• Add Address Line 1
• Add Address Line 2
• Select Country
• Select Sate
• Select City
• Add Postal Code
4: Create a client
After filling in all the required information, click the Create Client button to create a new Client.
5: Client Created
The newly created client will be displayed here.
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