Detailed Instructions
This page expands the selected step into a full training lesson. Read it once, then perform the action in CherryMoney.
What to do
Open Manage Clients and add customer name, email, phone and billing address.
Before you start
- Make sure you are signed in to the correct CherryMoney organisation.
- Check your user role has access to this area.
- Keep the source information ready before saving the record.
How to complete it
- Open the menu area named in the step.
- Enter the required information carefully.
- Review the values before clicking save, create, approve or submit.
- Reopen the record once to confirm it displays correctly.
What success looks like
- The record is saved without an error message.
- The item appears in the list, dashboard, report or workflow queue.
- Any linked VAT, payment, client, expense or compliance fields remain visible after refresh.
Fields To Check
These fields affect this workflow and should be checked before saving.
| Client email | Used when sending quotes, invoices and payment reminders. |
|---|---|
| Product price | Prefills invoice lines and reduces manual typing. |
| VAT rate | Controls invoice VAT calculation for standard taxable sales. |
Tips
Use these checks if the saved record does not look right.
Tip
Keep client records clean because they appear on every customer document.
Tip
Use products for common services to reduce invoice mistakes.