How to add a Client, Supplier or Contact

Modified on Thu, 4 Jul at 2:00 PM

To add a Client or Supplier follow these steps:

1. Open the left hand side menu and select Companies.

2. Click on New Company (Note: a company can either be a Client or a Supplier).

3. Fill out the information.

Approved Accounts Client & Supplier

You can configure Magnetic so it is possible only to create Tax Invoices or Supplier Invoices on Approved Accounts. See this article for more information.

Add a contact

Click on the Client or Supplier you would like to add a contact to and click on New Contact. Fill out the information.

Quick Add a contact or company:

  1. Hover over the Quick Add menu at the bottom left corner of your screen.
  2. Click on contact or company depending on which one you want to create. We will use contact as an example.
  3. Add all your contact's details.
  4. Save.

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