Add and import clients
Keep contact information and invoice context together.
Add a client
Open Clients and choose Add client. Enter a recognizable name and check the billing email. Optional details can be added later. Keep internal notes separate from text you want printed on an invoice.
A client’s page brings together their invoices and related work. Creating an invoice from a client uses the same invoice editor with that client selected.
Import a client list
Bulk import is a Pro feature. Use the import screen’s sample file and column mapping. Review the preview before confirming. After importing, check the result for rejected rows and correct those rows before trying them again.
Do not import the entire original file again after a partial success without checking for duplicates.
Keep your payment trail
Keep client records associated with issued invoices and payment history. Archive inactive clients where available instead of deleting financial history. Contact support if a mistaken duplicate already has invoices attached.