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
• Email
• 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