Adding a Client
With Invoice Maker, you are able to add and store all of your client data in your secure dashboard. By adding and saving your clients’ information, you will be able to invoice, communicate with, and monitor the payment activity for each of your clients with ease.
From your Invoice Maker dashboard, simply follow the prompts to add a client:
- Click on Clients
- Click New Client
- Enter the Client Details
- Click Add Client
You can also add a client while creating your invoice.
From the Make Invoice page:
- Click the drop-down menu where it says Bill To
- Click Add New Client
**You are able to add an existing client to the invoice being made, or simply add that client's information to your dashboard for later use.
Editing a Client
With Invoice Maker, you are able to add and store all of your client’s contact information in your secure dashboard. It is easy to update your client’s information if your main point of contact has changed, or for any other changes that may need to be made.
From your Invoice Maker dashboard, simply follow the prompts to edit or update a client’s data:
Click on Clients
- Use the Search Bar to locate the client you need to edit
- Click on the Edit Client tool for your client
- Update the Client Details
- Click Update Client