How to Add a Client

Adding a client once means their name, email, and address fill in automatically every time you create an invoice or quote for them.

Step 1 — Open the Clients Section

Click Clients in the left-hand navigation menu.

[Screenshot: Left nav with Clients highlighted]

Step 2 — Click "Add Client"

Click the + Add Client button in the top-right corner of the Clients page.

[Screenshot: Clients list page with Add Client button]

Step 3 — Fill In the Client Details

Enter the following:

• Name — person's name or company name
• Email address — used when sending invoices by email
• Phone — optional
• Address — billing address that appears on invoices

[Screenshot: Client form with fields filled in]

Step 4 — Save

Click Save Client. The client now appears in your client list and is available when you create invoices or quotes.

[Screenshot: Client saved, now visible in the client list]

Tip: You can also add a client on-the-fly from the invoice creation screen — no need to come here first.