Moneypex Support

Moneypex Support

How to create a new client?

How to create a new client?

Table of Contents

Login

  • Login to your Accounting practice account.
  • There you can see a Menu bar on top of the screen.
  • Place the cursor on Clients option, and a drop-down menu will appear.
  • Click on Clients, a new window will appear.
Click on clients from menu

New Client

  • Click on New Client option on the right side of the screen.

Create

  • A new window will appear, fill client’s information and click Create.
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