Creating a client

Adding a client once means you don’t have to re-enter their details on every invoice.

Steps

1. Go to Clients and select New Client — or add one directly while creating an invoice.
2. Enter their name, email, and any billing details you want saved: address, tax or VAT number, and preferred currency.
3. Save.

What happens next

The client appears in your client list and is available to select on any invoice going forward.

Important behavior and limitations

• The Free plan is capped at 3 clients; Solo and Team are unlimited.
• Details you save on a client — like currency or tax number — can still be adjusted on an individual invoice if needed.
• Want this customer’s invoices numbered on their own sequence? See Using customer-specific invoice prefixes.