How to Add a New Client

You’ll need to add a client before you can send them an invoice.

1. Navigate to the Sales or Clients section from the main menu.
2. Click Add New Client (or a “➕” button).
3. Enter their information: The only required field is typically a Client Name or Company Name.
4. Add Contact Details: It’s highly recommended to add their Email Address. This allows you to send invoices directly from Spiritual Accounts.
5. Fill in any other relevant details like their address or phone number.
6. Click Save Client.

Your client is now saved, and you can select them from a dropdown menu when creating invoices or quotes.