TOTALS User's Guide > Documents > How To Assign Clients

How To Assign Clients

Usually you assign a client when you create a new document.

It is possible to change the client afterwards.

Select a draft document to edit and choose the Info tab

Choose the contact icon

Select a client and choose "Ok"

1- For a better overview, Clients and suppliers are listed separately.

2- If your client doesn't exist yet, choose the "New Client" button to create a new contact.

Important note about client groups

A document doesn't apply taxes unless a client with taxable client group is assigned.