> 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="https://2535826765-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEMfXeGgsK0w2UmrDtt%2Fuploads%2FzgE6gIiW6wVvxbqWk1rw%2Fimage.png?alt=media&amp;token=635859bc-50f1-4601-9ee3-332483bec736" alt="" width="563"><figcaption></figcaption></figure>

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

<figure><img src="https://2535826765-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEMfXeGgsK0w2UmrDtt%2Fuploads%2F5LbXUPOIEDGWUfzCj3YX%2F%EF%BF%BC%20(51).png?alt=media&amp;token=56bd0dd3-ce20-440a-a4ae-0edd55572c0e" 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="https://2535826765-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEMfXeGgsK0w2UmrDtt%2Fuploads%2Frrex3ykz1lKRg9Ukrrzm%2Fimage.png?alt=media&amp;token=5e92c078-6d5d-431e-b4fb-8716bd9c8698" 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="https://2535826765-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEMfXeGgsK0w2UmrDtt%2Fuploads%2FZmvgUxRYuCdbM3nWeu1F%2F%EF%BF%BC%20(69).png?alt=media&amp;token=af8a65a5-c8f9-485c-9a62-1c6a76f98f50" 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="https://2535826765-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEMfXeGgsK0w2UmrDtt%2Fuploads%2FHZhdEm2j7nHg9RweZkZ1%2F%EF%BF%BC%20(70).png?alt=media&amp;token=9c46b55c-84ef-4fa2-a9d2-1b357000f21f" alt="" width="563"><figcaption></figcaption></figure>

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