Help & Support

Here you'll find resources and guides to start working with invoicely.

Adding a Client

To add a new client, click the top right "Add New" button on your Dashboard and choose "Client".

You will then be taken to an empty client template, offering a series of text inputs, which we'll go into now:

Individual or Organization: Check "Individual" if your client acts as an individual or individual consumer. Check "Organization" if your client is a company or business.
First Name, Last Name: If your client is an individual, this is your client's first and last name. If your client is an organization, these fields are optional and are a way of noting first and last name of the organization's primary contact.
Organization Name: If your client is an organization, this is your client's business/company name.
Email Address This is your client's email address, used to deliver statements.
Language: The default language in which you would like statements for this client to be delivered.
Currency: The default currency in which you would like statements for this client to be displayed in.
Address: Your client's full address, consisting of street name, postal code, state, city and country name.
Phone Number: Your client's or client contact's phone number.
Fax Number: Your client's or client contact's fax number.
Tax Identification Number: Your client's or client contact's tax number. This will be displayed on statements below your client's address.
Notes: Private notes about your client.
Custom Fields: Custom fields are used to display customized information about your client on invoices, estimates and bills. A custom field pair always consists of a key (e.g. "Company Register Number") and a value (e.g. "12345"). Custom field pairs will be displayed on statements below your cliebt's address.