Creating an entity

1. Click on the '+ New' sign (top left corner) and click ‘Contact’ to create a new client contact 

2. Choose ‘Entity’

3. Enter the name, website (optional), billing contact(s), address, and phone number 

4. Enter any optional notes about the contact 

5. Attach any optional files for the contact by selecting files from your computer or dragging and dropping them 

6. Click ‘Create contact’ 

Or 

1. From the ‘Contacts’ section (left navigation bar)

2. Click the '+' sign (top left-hand side)

3. Choose ‘Entity’

4. Enter the name, website (optional), billing contact(s), address, and phone number 

5. Enter any optional notes about the contact 

6. Attach any optional files for the contact by selecting from your computer or dragging and dropping them 

7. Click ‘Create contact’