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P4 Books Cloud Accounting – Clients

Introduction – Clients

In P4 Books, you can add the clients you deal with in your company.

To create sales transactions such as invoices or sales orders, you will need to add customers to your organization. To create purchase transactions such as invoices and purchase orders, you will need to add suppliers.

There are three ways to add clients in P4 Books:

  • Create from the customer creation page
  • Create from the sales quote screen
  • Import customers/suppliers

Create from the customer creation page

To create a new client:

  • Gonna Master Data >Salts > Customers.
  • Click the + Data Entry button in the top right corner of the page and select New.
  • Enter your client's details.
  • Select the currency you trade in. (USD unless you have added additional currencies.
  • You can add other information such as billing address and shipping address.
  • Once all data is entered, the data will be automatically saved.

P4 Books Customer Setup

Updated on November 24, 2024

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