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> Use this file to discover available pages before exploring further.
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#  Create  Client :-New Design 

Please find below the detailed steps of creating a Client in your Invoicera Account.

**Step 1** : Login to your Invoicera Account.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1l78qeb.png)

**Step 2** : Navigate to the **Clients** module under the **Contacts** section from the left-side navigation panel.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1bbsg37.png)

**Step 3** : Click on **“Add Client”** as shown in the image below.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_k5sdgc.png)

**Step 4** : Add all the information about the Client in the form.The boxes marked with (*) need to be filled mandatorily.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1mwbpkp.png)

**Step 5** :  Configure Client Details

**Step 1: Billing Details**

Navigate to the **Billing Details** section and enter the client's basic information, including:
* Business Address
* Town/City
* State/Province
* Country
* Postal/ZIP Code
* Phone (Business)
* Mobile Number
* Fax
* Internal Notes

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_ee1ais.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_uo88s.png)

**Step 2: Payment Detail**

Navigate to the **Payment Details** section and provide the following information:
* Payment Terms
* Currency

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_12h3nx7.png)

 **Step 3: Shipping Details**

Navigate to the **Shipping Details** section and enter the shipping information, including:
* Contact Name
* Contact Number
* Delivery Address
* Town/City
* State
* Postal/ZIP Code

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_18zzww.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_l80amr.png)

 **Step 4: Additional Fields**

Navigate to the **Additional Fields** section.
* Enter the required **Label** and **Value**.
* Click the **Done** button to save the additional field.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1hpy6li.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_r26dys.png)

**Step 5: Additional Contact**

Navigate to the **Additional Contact** section.
* Enter the **Contact Name**.
* Enter the **Business Email** address.
* Click the **Done** button to save the contact information.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_p1riyq.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1m0v2h6.png)

 **Step 6: Allocate Client to Staff**

Navigate to the **Allocate This Client to Staff** section.
* Select the appropriate staff member(s) from the available list.
* Assign the client to the selected staff member(s) for management and communication.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_9n1mun.png)

**Step 7. A preview of client will be visible.**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_g7ra09.png)