> For the complete documentation index, see [llms.txt](https://guide.eprocessify.com/invoices/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.eprocessify.com/invoices/clients/custom-fields/how-do-i-set-custom-field-values-while-adding-a-new-client.md).

# How do I set custom field values while adding a new client?

To set custom field values while adding a new client, follow these steps.

**Step 1:**                                                                                                                                                                                                 Click on the plus sign in the top-right corner of the panel.

<figure><img src="/files/Qm0HrcL3xod3QDvF4qCs" alt="" width="563"><figcaption></figcaption></figure>

**Step 2:**                                                                                                                                                                                                       From the options that appear, select "**New Client**."

<figure><img src="/files/9WitBtVuragkXcSn8sra" alt="" width="563"><figcaption></figcaption></figure>

**Step 3:**                                                                                                                                                                                                                             Then you need to fill in all the necessary information; simply click on the 'plus' icon located next to the custom field to add it.&#x20;

<figure><img src="/files/95j2d9PfMZYCxTGJEHdX" alt="" width="563"><figcaption></figcaption></figure>

**Step 4:**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Please enter the desired values for the custom field as per your specific requirements.

<figure><img src="/files/nFTcdEnE387Ro78l54jL" alt="" width="563"><figcaption></figcaption></figure>

**Step 5:**                                                                                                                                                                                                              To complete the process, please click the "Next" button and enter the client's contact details. Finally, click 'Save'.

<figure><img src="/files/HVfGjEnPtYe4UNVlw5jX" alt="" width="563"><figcaption></figcaption></figure>

This is how you can set custom field values while adding a new client.