How to add your first client

Save your client before invoicing so you can reuse their information and keep records consistent.

1. Open Clients and select Add new client.

2. Complete the first step shown in the form and choose the appropriate client type where requested.

3. In Client Details, enter the client’s name or company name and client email.

4. Enter the street address, city, state, ZIP or postal code, and country.

5. Review the details and select Create client.

Use the overseas customer’s actual billing details. Do not enter your own Indian address or an unrelated payer’s information to complete a required field.

The Clients list can show Active or Verifying. If verification is still in progress, check for requests before relying on the client record for a new payment.

To find a saved client, use the search field for their name, email, or address. Open the record to review details and access Create Invoice or Upload Invoice.