How do I create Clients?
Please find below the detailed steps of creating a Client in your Invoicera Account.
Step 1 : Login to your Invoicera Account.
Step 2 : Go to “People”>> “Client”
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 : You may choose to add “additional information” or “multilingual invoices” for your Client . Additional contacts may be added if there are more than one person associated with the Client. Multilanguage option will enable you to send invoices in a different language that is understood by your Client. You may refer the below image for the same.
Step 6 : Click Save and now, you are all set to invoice your new Client!
Step 1 : Login to your Invoicera Account.
Step 2 : Go to “People”>> “Client”
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 : You may choose to add “additional information” or “multilingual invoices” for your Client . Additional contacts may be added if there are more than one person associated with the Client. Multilanguage option will enable you to send invoices in a different language that is understood by your Client. You may refer the below image for the same.
Step 6 : Click Save and now, you are all set to invoice your new Client!
Updated on: 26/07/2024
Thank you!