In the main menu, click on Clients. Then, click on the “Add Client” button located in the top submenu.
add-new-client-linkOn the “New Client” page, you will start by entering the client’s contact information.  Proceed to enter the following contact details:

  • Business Name:  Business name that will appear on invoices
  • First / Last Name:  Contact name that will appear on invoices
  • Email:  Enter the email address where invoices will be sent
  • Phone:  Client’s primary phone number
  • Fax:  Client’s primary fax number

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Once the contact information has been entered, click on the “Billing” link in order to store the client’s billing information which will be included in the invoice.

TIP: The payment terms field is used when creating a new invoice to automatically calculate the invoice’s due date.

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The client’s shipping address can be entered by clicking on the “Shipping” link which allows you to save a shipping address which will not appear on any invoices.

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In order to enter any additional information on the client such as personal notes, click on the “Misc. Details” link.

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After completing entering the new client’s information, click the “Add Client” button to save the newly entered client.