New Client
In order to create an invoice you either need to select an existing client or create a new one.
- Under the Clients menu click + Create.
This will create a new client record.
At minimum, fill out the following fields:
- Name
- Currency: USD unless specified otherwise
- Invoice Payment Terms: 30 days, unless specified otherwise
Optional, in case available or necessary for client:
- First name + Last name
- Billing + Shipping address