You’ll need to add a client before you can send them an invoice.
- Navigate to the Sales or Clients section from the main menu.
- Click Add New Client (or a “➕” button).
- Enter their information: The only required field is typically a Client Name or Company Name.
- Add Contact Details: It’s highly recommended to add their Email Address. This allows you to send invoices directly from Spiritual Accounts.
- Fill in any other relevant details like their address or phone number.
- Click Save Client.
Your client is now saved, and you can select them from a dropdown menu when creating invoices or quotes.
