Introduction to Clients
Clients in LoveInvoice are the people or businesses you send invoices to. Managing your clients makes it easy to create invoices, track payments, and keep all their information organised in one place.
What Are Clients?
A client can be:
- An individual person you provide services to
- A business or company you work with
- Any entity you need to invoice
Each client stores all their contact information, addresses, and other details so you don't have to re-enter them each time you create an invoice.
Why Use Clients?
Using the client system offers several benefits:
- Save time - Client details are automatically populated on invoices
- Stay organised - Keep all client information in one place
- Track relationships - View invoice history and payments for each client
- Professional invoicing - Ensure accurate billing information on every invoice
Creating Clients
You don't need to create clients before invoicing. When creating an invoice, you can add a new client directly from the invoice form. However, if you work with the same clients regularly, it's more efficient to add them to your client list first so you can quickly select them when creating invoices.
Client Information
For each client, you can store:
- Basic contact details (name, email, phone)
- Billing address for invoices
- Shipping address (if different from billing)
- Tax information (tax ID, exempt status)
- Internal notes for your reference
What's Next?
In this section, you'll learn how to:
