Clients And Products

Step By Step

Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.

1. Create the client

   Open Manage Clients and add customer name, email, phone and billing address.

   Open full instructions

   cherrybank.money/clients-products/step-1

   Step 1 visual

   Create the client

   Open Manage Clients and add customer name, email, phone and billing address.

   Create the client

2. Create products or services

   Open Manage Products and add standard products, services, descriptions and prices.

   Open full instructions

   cherrybank.money/clients-products/step-2

   Step 2 visual

   Create products or services

   Open Manage Products and add standard products, services, descriptions and prices.

   Create products or servi...

3. Check tax setup

   Open Manage Tax and confirm VAT rates and names are correct.

   Open full instructions

   cherrybank.money/clients-products/step-3

   Step 3 visual

   Check tax setup

   Open Manage Tax and confirm VAT rates and names are correct.

   Check tax setup

4. Use records in invoices

   When creating an invoice or quote, pick the client and product instead of typing everything manually.

   Open full instructions

   cherrybank.money/clients-products/step-4

   Step 4 visual

   Use records in invoices

   When creating an invoice or quote, pick the client and product instead of typing everything manually.

   Use records in invoices

Fields To Check

These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.

Tips

Use these checks when something does not look right or the user cannot complete the workflow.

• Keep client records clean because they appear on every customer document.
• Use products for common services to reduce invoice mistakes.

Related Guides

Move to the next workflow when this page is complete.