Adding a New Client Profile

Last updated: 15 May 2026

To add a new client profile, navigate to the Clients section and click Add Client. By storing your clients' contact information, you save time by never having to type their details twice when generating future invoices or quotes.

How to add a client:

1. Navigate to the Clients section.
2. Click Add Client.
3. Fill in their Name, Company Name, Email, Phone, and Address.
4. Click Save. Now, this client will appear in the dropdown menu whenever you create a new invoice or quote.