Easily create a new client via MyCodaBox - CLIENTS - New Client.
In the screen that appears, enter the required information about your client and click on Save Client.
When filling in the fields during the creation of the new client, please consider the following information:
MyCodaBox Academy : How to add a new client?
Watch our video and learn in a few minutes how to enter your client's data, activate the delivery of their PDFs, add bank accounts and order services ( SODA, VOILA, ...)
Note: the video isn't available in English but you can have a look at the FR and NL video below:
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