Creating a Client
Before you can send invoices, you'll need to add the people or businesses you'll be invoicing. In LoveInvoice, these are called clients.
Adding a New Client
To add a client, navigate to the Clients section from the main menu and click the "Add Client" button. You'll need to provide some basic information:
- Client name - The individual's name or business name
- Email address - Where invoices will be sent
- Address - The client's billing address
- Phone number (optional) - Useful for follow-up communications
Client Details
You can also add additional information to help you stay organised:
- Contact person - If you're dealing with a business, the specific person you work with
- Notes - Any relevant information about this client (payment terms, preferred contact methods, etc.)
This information isn't required but can be helpful when managing multiple clients.
Saving Your Client
Once you've filled in the details, click "Save" to add the client to your account. They'll now appear in your clients list and can be selected when creating invoices.
Editing Client Information
If you need to update a client's details later, simply click on their name in the clients list to view their profile, then click "Edit" to make changes.
What's Next?
Now that you have clients added, you can create your first invoice. If you invoice for the same products or services regularly, you might want to set up products first to save time.