Add a client before you open a case or create an invoice for them.

Steps

  1. In the sidebar, click Clients.
  2. Click Add client.
  3. Enter the client's Name (required). Optionally add Email, Phone, Address and Notes.
  4. Click Save client (or Cancel to close without saving).

Tips

  • Add an email address if you want to send invoices to this client by email.
  • The free Starter plan allows 2 clients. If you reach it, you'll see "You've hit your plan's client limit. Upgrade to add more."
  • You can also use Add a client in the Dashboard's Quick actions.