Articles on: Additional features

How to Add a Client in Invoice123?

Creating a new customer in the system is an important part of the business process, which allows the management of customer data, assign invoices, and view customer debts. This helps to efficiently manage operations, understand customer needs, and ensure a high level of service.

How to do it?


Select CLIENTS from the menu bar

Click on the blue CREATE CLIENT button

Collect and fill the client's information and save it by clicking on the blue CREATE CLIENT button


If you enter a client's email address, this email address will be used as the recipient's email address when sending the invoice through the system

You can create client in invoice creation window. Enter buyer's details

Activate setting SAVE THE CLIENT ON THE LIST. Client will be saved to your client list

Updated on: 28/12/2023

Was this article helpful?

Share your feedback

Cancel

Thank you!