How to manage the individual and business clients

   The clients can have two type of accounts, “Personal” and “Business”. To create a new account, first you have to click the “Clients” option in the “Utilities” sub-menu (fig. 1). The “Clients” page is a list containing all the clients registered in the Backoffice application. Next, you have to click the “ADD NEW CLIENT” button (fig. 2). Once you clicked the button, a window will pop-up on the screen containing inputs you have to complete to configure the client information (fig. 3). The window is structured in three areas: “Details”, “Settings”, “Account info”. In the “Settings” area you can select what type of account you want to create. In the “Account info” you assign the client to a certain account and if that account has cost center, you can assign it to a cost center.