Create or edit a client
Store an individual or organization with billing, contact, language, and currency details.
Open in Invoice AuraWhat to do
- 1
Choose the client type
Use Individual or Organization.
- 2
Add identity
Enter names, company, email, website, phone, tax ID, and notes.
- 3
Set document defaults
Choose currency, statement language, address, and optional custom fields.
- 4
Save
The client becomes available to documents, Track, and reports.