Client Listing:(New Design)
How Clients listing or Client Managment screen looks like.
Step 1 : Login to Invoicera account.
Step 2 : Go to People -> Client “+Add”
Step 3 : Enter the client information such as Business name, Client name, Business email, Client address, Contact information, Client currency, etc.
You will see an option to add "Additional Contacts” where you will be prompted to enter the “Business Email” and “Name” of the contact. Both these fields are mandatory.
Step 4 : Click on Save
Step 5. Created client will be visible in listing of client management screen.
Step 1 : Login to Invoicera account.
Step 2 : Go to People -> Client “+Add”
Step 3 : Enter the client information such as Business name, Client name, Business email, Client address, Contact information, Client currency, etc.
You will see an option to add "Additional Contacts” where you will be prompted to enter the “Business Email” and “Name” of the contact. Both these fields are mandatory.
Step 4 : Click on Save
Step 5. Created client will be visible in listing of client management screen.
Updated on: 27/05/2025
Thank you!