> For the complete documentation index, see [llms.txt](https://wheel-erp.gitbook.io/wheel-erp-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wheel-erp.gitbook.io/wheel-erp-user-guide/client.md).

# Client

**Click "Add Client"**: Find and click on the "Add Client" option located at the top left corner of the Clients module. **Fill in Details**: Complete the pre-generated form with the necessary information for the new client.

<figure><img src="/files/52mT5QMFFwGBKruoozME" alt=""><figcaption></figcaption></figure>

* **Salutation**: Choose Mr./Mrs./Ms. for addressing individuals.
* **Client Name**: Enter the name of the new client.
* **Email**: Provide email details for communication.
* **Profile Picture**: Upload a picture for the client's profile.
* **Country**: Specify the client's country.
* **Mobile**: Input the client's mobile number for communication.
* **Gender:** Select the gender
* **Change Language:** Allows changing the language settings.
* **Client Category**: Classify the client into preset categories for filtering later.
* **Client Sub-Category**: Further subdivide the client category for proper organization.
* **Can the User Log in to the App?**: Choose Yes or No for accessing the app.
* **Can the User Receive Email Notifications?**: Choose Yes or No for receiving email notifications.

<figure><img src="/files/cGA4qAyQuCnMjki1Pjeb" alt=""><figcaption></figcaption></figure>

* **Company Name**: Records the name of the organization the work is being done for.
* **Official Website**: Stores the link to the organization's official website.
* **Tax Name**: Records the name of the tax applicable to the organization for financial purposes.
* **GST Number**: Records the organization's GST Number for payment procedures.
* **Office Phone Number**: Collects the organization's phone number for communication.
* **City**: Records the location (city) where the organization is based.
* **State**: Records the location (state) where the organization is based.
* **Postal Code**: Records the postal code for the detailed location of the organization.
* **Company Address**: Collects the complete address of the organization for future reference.
* **Shipping Address**: Collects the address for deliveries of documents or products.
* **Company Logo**: Uploads the logo of the organization for branding purposes.

<figure><img src="/files/IU9AbUr6zV1BpQkU6w2x" alt=""><figcaption></figcaption></figure>

* **Profile**: Records all client information including personal, business, and contact details, along with project, invoice, and legal matters.
* **Projects**: Lists signed projects and relevant details. Allows adding new projects and exporting the data offline.
* **Invoices**: Records all invoices shared with the client. Includes a feature to create new invoices and export data offline.
* **Estimates**: Stores estimates for project pricing. Offers a create new estimate feature and export option.
* **Credit Notes**: Tracks canceled invoice amounts. Amounts are redeemed in future invoices.
* **Payments**: Records transaction history. Allows adding payments and exporting data.
* **Contacts**: Stores contact details for required employees. Allows adding contacts and exporting the list.
* **Notes**: Stores key points shared between parties. Allows adding new notes and exporting them.


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