Adding a Client

Every Project and Invoice belongs to a Client. Add your Clients first.

Add a Client

1. Go to Clients and click Add Client.
2. Enter the Business Name.
3. Optional: enter their Address. It shows on your Invoices.
4. Optional: pick Default Tax Rates for this Client.
5. Click Add Client.

You can also add a Client from Add New › New Client in the top menu, or with Add New Client while creating a Project.

Default Tax Rates

Tax rates you pick here are added to new Invoices for this Client. A Project’s own default tax rates win over the Client’s.

Leave it empty if you don’t charge this Client tax.

Add a Contact Next

A Client is the business. The people you email are its contacts. You need at least one contact with an email address before you can send the Client an Invoice.

See Contacts and Invoice Roles.

Next Step

Create a Project for your new Client.