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Create a client group

With Premium, you can create client groups to speed up your invoicing even more.

With Premium, you can create client groups to speed up your invoicing even more.

A client group is a group of up to 10 clients, which you can add to your invoice with the click of a button.

How to create a client group

To create a client group, go to click on CLIENTS on the homepage or in the left-hand menu:

The Conta homepage for a premium user

Next, click on the Client groups tab and then NEW CLIENT GROUP.

The client group overview in Conta

To create the group, you first have to name it. Then, you add clients by either clicking ADD next to your exciting clients or by clicking CREATE NEW CLIENT. This lets you add brand new clients to the group.

Making a client group in Conta

Once, you’re happy with the group, simply click CREATE GROUP:

Making a client group in Conta

How to create an invoice for a client group

When you’re creating an invoice, click on BILL TO to add your client group. Simply search for your clients in the search bar, and click to add it.

Searching for a client group when making an invoice in Conta

Then, just create the invoice as normal. Need a refresher? This is how to create an invoice in Conta.

Can’t find what you’re looking for?

Our support team is here to help you when you start invoicing with Conta.

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