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Documentation Index

Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

Before you can send an invoice, you need to add the client to Cashflowy. Client information is saved and reused across all future invoices.

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How to add a client

1

Go to Clients

Navigate to Clients in the sidebar.
2

Click 'Add Client'

Click the + Add Client button in the top right corner.
3

Fill in client details

Enter the client’s information:
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FieldRequired?Description
Business NameNoCompany or organization name
Full NameYesClient’s full name
EmailYesPrimary email for invoices
PhoneNoContact number (US format, +1 prefix)
AddressNoBilling address (visible to you only)
Additional InformationNoInternal notes about the client (visible to you only)
4

Save

Click Save. The client is now available when creating invoices.

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Managing clients

Click the three-dot menu next to any client in the Clients list to:
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  • Edit - update client details
  • View - see client profile and full invoice history
  • Delete - remove a client if they’re no longer active (existing invoices are preserved)

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Bulk Import Clients

Import multiple clients at once using a CSV file. How to bulk import:
  1. Go to Clients and click Bulk Import at the top right
  2. Step 1: Download Template — click Download Template to get a CSV file with sample data and the required format
  3. Step 2: Upload CSV File — fill in the template with your client data, then drag and drop it into the upload area or click Select File to browse (CSV only)
  4. Click Import Clients to add all clients at once
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Tip: Use the downloaded template as-is to avoid format errors. All required fields (Full Name, Email) must be filled in for each row.
Add all your regular clients upfront. This saves time when creating invoices later — just select from the dropdown instead of entering details each time.