Invoices
  • Entities
    • How do I create a new entity?
    • How do I edit an existing entity?
  • Invoices
    • Create the invoice for an entity
    • Edit the existing invoice
    • Filter invoices
    • Status of Invoices
    • I don't want to send Invoice from eProcessify Invoices. How can I mark invoice as sent?
    • How do I download an Invoice PDF?
    • Printing Invoices
      • How do I print an Invoice?
      • I want to print the transportation copy and the customer copy separately. How can I do that?
    • Set the due date of Invoice
    • Add bank details on the Invoice
    • Hide or show payment terms on the Invoice
    • Add E-Signature to the Invoice
    • Export invoices to an Excel sheet
    • Proforma Invoice
      • How do I send a Proforma Invoice?
      • Convert a Proforma Invoice to a Tax Invoice
      • View all Proforma Invoices
    • Invoice Numbering
      • Set Invoice Number format and Invoice Prefix
      • Set the Invoice number manually
      • I am starting in the middle of FY. How can I set my numbering?
    • Cancel Invoice
  • Payments
    • How do I add payment to an invoice?
    • How do I send a payment receipt to the customer?
    • Edit or Delete the payment
    • View all payments
    • Export payments to an excel sheet
  • Clients
    • How do I add a new client?
    • How do I edit an existing client?
    • Custom Fields
      • How do I create a custom field?
      • How do I edit an existing custom field?
      • How do I set custom field values while adding a new client?
      • How do I upload a document in a custom field with the type Image/Document?
    • Contacts
      • Create a contact and assign it to an existing client
      • Edit a contact
      • Unassign a contact from the client
      • Assign a contact to the client
  • Team Members
    • Invite team members
    • Access Roles
  • Invoice Items
    • How do I create or add an Invoice item?
    • Edit an Invoice item
    • Delete Invoice item
  • Tax Presets
    • Add Tax Preset
    • Default Tax Preference
  • Reminders
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  1. Clients

How do I add a new client?

PreviousClientsNextHow do I edit an existing client?

Last updated 11 months ago

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Step 1: In the top panel, locate the plus button on the top right side and click on it.

Step 2: From the options that appear, select "New Client." Next, fill in the details as per your requirements.

Step 3: Additionally, you can include custom details about the client, such as a registration number or place of supply, to display on the invoice. It can be added with the help of custom fields. Check out more at the link below.

Step 4: Select 'Next' and enter the client's personal information, including their name, phone number, and email.

Step 5: To finalize, click on 'Save' in order to store the client's information.

And this is how you can add a new client in eProcessify.

How do I create a custom field?
Click on New Client
Fill the details of the client.
Add any custom details of the client
Clcik on 'Next'
Fill the client details
Click on save to store the client details