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.

Updated on: 27/05/2025