Add Client

Use this page to register a new client in CTB Admin. A client is any individual or organization that purchases goods or services. Client records store contact details, identification information, and financial data used across invoices, payments, and reports.

Summary

Use this page to create a complete client profile before you issue invoices or record payments. A well-configured client record keeps reporting, communication, and balance tracking accurate.

When to use this page

• Onboarding a new buyer or business partner
• Creating a client profile before issuing invoices
• Storing client contact details and identification documents

How to access this page

From the sidebar, go to Business → Clients. On the Client List page, click the purple (+) icon in the top-right corner.

The system opens the Add Client Page.

Step-by-step instructions

1. Open Business -> Clients and click the Add icon.
2. Fill the Personal Information section.
3. Fill the Business Details section and upload required documents.
4. Fill Balance & Discount Information based on your business policy.
5. Click Save to create the client, or choose another save option if needed.

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Personal Information

Fill in the following fields:

Step	Field	What to Do	Description
1	Client Name	Enter client name	The name used in invoices and reports
2	Is Enabled	Toggle ON/OFF	Controls whether the client is active
3	Send SMS	Enable if needed	Sends SMS notifications for client-related activity
4	Business Name	Enter if applicable	Client’s company or trade name
5	Phone Number	Enter primary number	Main contact number
6	Alternative Phone	Enter if available	Secondary contact number
7	Email	Enter if available	Used for communication

Required Fields

Fields marked with a red star (*) are mandatory.

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Business Details

Step	Field	What to Do	Description
1	NID Number	Enter NID number	Used for identity verification
2	NID Card Front Photo	Upload image	Front side of NID
3	NID Card Back Photo	Upload image	Back side of NID
4	Client Photo	Upload if available	Client profile photo
5	Start Date	Select date	When the client relationship begins
6	End Date	Select if applicable	Leave empty if ongoing

Note

Upload clear images for proper verification.

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Balance & Discount Information

Step	Field	What to Do	Description
1	Balance	Enter amount	Current financial balance
2	Commission Balance	Enter amount	Balance for commission transactions
3	Upper Balance Limit	Set limit	Maximum allowed balance
4	Lower Balance Limit	Set limit	Minimum allowed balance
5	Discount Max Rate	Enter rate	Maximum discount percentage
6	Discount Max Amount	Enter amount	Maximum discount amount per invoice

Required Fields

Fields marked with a red star (*) are mandatory.

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Saving the Client

After completing all sections:

• Click Save to create the client
• Click Save and add another to quickly add multiple clients
• Click Save and continue editing to save and stay on the page

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Tips

• Ensure the Phone number is correct before enabling SMS
  
• Upload clear NID images for verification
  
• Leave End Date empty if the client is ongoing
  
• Configure Discount Max Rate and Discount Max Amount to control pricing
  

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Related Pages

• Edit Client — Update client information
• Client Detail — View client profile and transactions
• Client Reports — Analyze client-related financial data