- Using the menu bar, navigate to “Addresses” > “Add Company”
- Enter the relevant company details (name, contact) and click “New”
- Select a role from the dropdown “Status”, such as “Client”
- Enter the client’s “Code / Number” in the extra field that is now displayed (max. 15 characters, no special characters or umlauts)
- If relevant, add more information and confirm your input by clicking “Save”