How to add a new client

If you fill every data field you will know better your clients than their own mom

With BizXpert you can add unlimited amount of client for free!

To make a new client, click the Client+button

Here is the basic details, what is needed to issue an invoice

Only the Name field is required, everything else is optional

Here you can personalize the client

You can add a discount only for this client, a TAX ID, a default payment method, and an account number

Here you can categorize the client

You can add a Billing adress

And of course the Shipping address

Here is a video, if you want to see how to do it