Adding a new client to the system
- Select contacts from the menu.
- Click the + icon (ADD NEW) to the left above the table.
- Select the type of contact you want to add - person or organization.
- Fill out the form and add data that will be on the documents, e.g. name and address (required fields are marked with an asterisk).
- Click the save button.
Auto download data from GUS is available only if in the field 'taxation country' is 'PL' and 'tax id type' is 'NIP'.