Clients
Add a client
CA firm administrators add each business with its name, TIN, and VAT registration number.
Updated 10 October 20261 min read
- 1Open Clients.
- 2Choose Add client.
- 3Enter the business name, TIN, and the VAT registration number if it has one.
- 4Optionally add branches and a WhatsApp number.
- 5Save.
- The business name must be unique in your firm.
- A VAT registration number tells AutoBooks to split tax onto its own line.
- The WhatsApp number is used for a click-to-chat link only.
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