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Add a Client

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 left 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:
FieldRequired?Description
Name✅ YesBusiness or individual name
Email✅ YesPrimary email for invoices
PhoneOptionalContact number
AddressOptionalBilling address (appears on invoices)
NotesOptionalInternal notes about the client
4

Save

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

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Managing clients

  • Edit a client — click on the client name in the Clients list to update their details
  • View client history — see all invoices sent to a specific client from their profile
  • Delete a client — remove a client if they’re no longer active (invoices are preserved)
Add all your regular clients upfront. This saves time when creating invoices later — just select from the dropdown instead of entering details each time.