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.
Step 2 : Navigate to the Clients module under the Contacts section from the left-side navigation panel.
Step 3 : Click on “Add Client” as shown in the image below.
Step 4 : Add all the information about the Client in the form.The boxes marked with (*) need to be filled mandatorily.
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
Step 2: Payment Detail
Navigate to the Payment Details section and provide the following information:
- Payment Terms
- Currency
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
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.
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.
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.
Step 7. A preview of client will be visible.
Updated on: 14/07/2026
Thank you!