Effectively manage the information of your Client. Remember, your Client list is your most valuable resource. Store and organize them in GrowLibro as an individual or an organization.

Add a Client in your Clients page:

1. There are three ways to add a Client in GrowLibro:

   1. On the left sidebar, click on [+] of Clients.

   2. Or you can start via your Dashboard page by clicking then select Client. If you are viewing your Bills list, you can click the button found on the upper right side of your screen.

      

   3. Or you can click on the Add New button in the Clients page.

   

2. Fill out the following information.

   1. If the client is An Individual, Contact’s first and last names are required.

      For An Organization, the required field is the Organization or Business Name.

   2. Choose your client’s Country from the drop-down menu.

   3. Select the preferred Currency your client will operate with.

   4. The Email Address will be assigned to the client’s primary contact. This is where all email notifications and invoices for this client will be sent.

   5. Input fields are provided for Phone, Address and Notes.

3. Click Save & Return

4. The new client is added to the Clients list. To edit the client’s information, just click the edit.

   

   You can also Archive or Delete the clients by selecting on the corresponding checkboxes, click on the gear icon, and selecting the appropriate action.

   

Add a Client by importing client information using a CSV file:

1. Click Clients in the left-hand side menu.

   

2. On the Clients Page, click

3. Click the Download CSV File link. For a seamless import of data into GrowLibro, the structure of the template must be followed. Input the information applicable for each label or header.

4. Be sure to save the modified file in CSV format.

5. Press Select File and find the CSV you’ve prepared for importing. Click Upload CSV File.

6. Click Close. You will automatically see the uploaded client name/s on your screen.

   

Add a Client while creating an invoice or quotation:

1. Under New Invoice and New Quotation pages, you can click the New Client link to create a new client for your invoice or quotation.