Client

Go to the "Client" tab and click the "Add New" button to begin creating a new client profile.

🔹 Client Type (Required)

Company → For organizations or businesses

Individual → For personal clients

If "Company" is selected as the Client Type, please fill in the following details:

🔹 Client Name (Required)

Enter the client’s registered business name (e.g., ABC Sdn. Bhd.).

🔹 Contact Person (Required)

Enter the full name of the primary contact person representing the client.

If "Individual" is selected as the Client Type, please fill in the following details:

🔹 Client Name (Required)

Enter the client’s registered business name (e.g., ABC Sdn. Bhd.).

🔹 Tax Identification Number (TIN) (Optional)

Enter the client’s Tax ID number, required for e-invoice submission.

🔹 Remarks (Optional)

Add internal notes for staff reference. These notes are not visible to the client.

🔹 Contact No. (Optional)

Enter the client’s phone number in international format (e.g., 60123456789).

🔹 Email Address (Optional)

Provide the client’s email address. This will be used for communication and invoice delivery.

🔹 Billing Address (Optional)

Enter the client’s billing address details:

• Line 1, Line 2 → Street address
• City → City name
• State → State or region
• Postcode → Postal/ZIP code

Click the "Save" button to store the client details. Ensure all required fields are completed before saving; incomplete fields will prompt a notification.