Skip to main content

Creating Clients

Adding clients to LoveInvoice is straightforward. The client creation form is organised into tabs to help you enter information systematically.

Adding a New Client​

Navigate to the Clients section from the main menu and click "Add Client". You'll see a form with four tabs:

Basic Information​

This tab contains the essential contact details:

  • Client Name - The individual's name or business name (required)
  • Contact Name - The specific person you deal with at the client organisation
  • Contact Email Address - Where invoices will be sent (required)
  • Contact Phone Number - Useful for follow-up communications

Billing Address​

This address will appear on invoices and other billing documents. If the client has a different shipping address, you can specify that in the next tab.

  • Address Line 1 - Street address
  • Address Line 2 - Flat, suite, or building details (optional)
  • Town / City - City or town name
  • Postcode - Postal or zip code
  • Country - Select from the dropdown

Shipping Address​

This address is used for shipping purposes. If the client has the same billing and shipping address, you can leave this tab blank.

  • Address Line 1 - Street address
  • Address Line 2 - Flat, suite, or building details (optional)
  • Town / City - City or town name
  • Postcode - Postal or zip code
  • Country - Select from the dropdown

Tax & Notes​

This tab contains tax information and internal notes:

  • Tax Exempt - If checked, taxes won't be added to this client's invoices by default
  • Tax ID - The client's tax identification number (if applicable)
  • Internal Notes - Any relevant information for your reference (payment terms, preferred contact methods, etc.)

Saving Your Client​

Once you've filled in the required fields, click "Save Client" to add them to your account. They'll now appear in your clients list and can be selected when creating invoices.

Required Fields​

Only the client name and contact email address are required. All other fields are optional, though we recommend filling in as much information as possible to keep your records complete.