Add a client

A client is anyone you bill or do work for. Sebenza needs only a name to create one; add an email and you can send them invoices straight away.

Add your first client

1. 1

   Open Clients

   In the menu, CRM → Clients, then tap Add Client.

2. 2

   Pick the type

   Individual for a person, Business for a company. A business also needs a Company Name.
3. 3

   Fill in the essentials

   First Name and Last Name are required. Add Email Address and Phone Number while you're here.
4. 4

   Save

   Tap Add Client. You'll see Client Added.

   ✓ The client appears in your list with the status active, and you can pick them on any invoice or quote from now on.

The full profile, when you need it

Tap Add addresses, business details & portal access on the form to open the full profile: Basic Info, Addresses, Business and Portal & Notes.

• Business holds the client's VAT Number, Company Registration Number and logo.
• Addresses holds billing and shipping — tick Same as billing address to keep them in sync.
• Portal & Notes switches on the client portal, where they can see their invoices and pay online.

You can come back to any of this later from Edit Client.

Good to know

• Adding a client while you invoice — on a Quick Invoice or Quick Estimate, type a new name and Sebenza creates the client for you. If the name already exists it warns you; choose Use this client to keep one record.
• The Add Client form doesn't check for duplicates — search the list before adding someone who may already be there.
• Bringing a list across? Import CSV → Download Sample CSV, fill it in, upload it. The import needs an email and phone number per client.
• A client you no longer work with — open Edit Client and set Status to Inactive. Their invoices and history stay.
• Shortcut — press N anywhere in the app to add a client.

If something's off

• "Validation Error" — a first and last name are required, plus a company name for a business.
• "Access Denied" on the Clients page — your login doesn't have client access yet. Ask the account owner to grant it under Settings → Users.