Add a client
When you add your clients to Conta, you can fill out invoices more quickly. This is how you add a client.
When you add your clients to Conta, you can fill out invoices more quickly. This is how you add a client.
To add a new client, go to the top-left menu and click CLIENTS or click CLIENTS on the homepage. Then click NEW CLIENT.
You can also easily add a new client when you’re creating an invoice. They’ll be saved so that you can reuse them on your future invoices.
How to add a client
First fill out the client name and address. You can also fill out the organization number, if applicable. You can also add your client’s email and phone number to store it all in one place!
You can add additional invoice recipients by filling out the Email CC-field. If you’ve agreed to a fixed discount for this client, you can also add it here. All this information will be automatically added to your invoices.
Once you’re done, click SAVE.
