This article will guide you through the process of adding new relations in TimeChimp.
Welcome to our guide on adding and editing clients in TimeChimp! In this article, we'll walk you through the process of adding new clients in TimeChimp. By following these simple steps, you'll become an expert in no time.
Table of Contents
Step 1: Accessing the Clients Section
To start, log in to TimeChimp and click on the "Relations" tab in the top menu. This will bring you to the Relations section, where you can manage your existing clients and add new ones.
Step 2: Adding a New Client
To add a new client, click on the + new customer button located in the top-right corner of the Clients screen or click on the + in the top right and select: customer. This will open a "New Client" form for you to fill out with the necessary information.
Step 3: General settings
Complete the "New Client" form by entering your client's name, address, contact details, and reference numbers. Be sure to provide accurate information to ensure seamless communication and invoicing. Also, you can use the KvK or KbO search engine to add client information automatically. Moreover, you can add client tags which will help you filter more easily through your relations.
Step 4: Contacts settings
If applicable, add contact persons to your relation by clicking on + New Contact. You fill out the details and select whether or not this person is also the contact for your invoicing.
Step 5: Financial Settings
In this step, you can define client-specific settings such as the default hourly rate, VAT percentages & additional financial details. TimeChimp will save these settings for future use, streamlining your workflow.
Step 6: Saving Your New Client
Once you've filled in all the required information and configured the settings, click the "Save" button. This will add the new client to your TimeChimp account and make them available for future projects and invoicing.
Step 7: Editing Existing Clients
If you need to make changes to an existing client's information or settings, simply locate the client in the Clients overview, click on the three dots on the right > edit, and make the necessary edits. Remember to click "Save" to update their information.
By following these steps, you'll be able to efficiently manage your clients in TimeChimp. Happy client management!