Creating a Client

Clients play an important role on Invoiced. Before creating any estimates, invoices, plans, or payments you need to create a Client first.


Steps to create a client:

1. Sign in to the web app at

2. Go to the Clients section in the left sidebar of the app.

3. Click the green New Client button.

4. Enter in all of the details of your client. At the minimum a name and unique customer number are required. All of the other fields are optional.

5. Once you have finished entering in the details click Save Client.