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Add Clients & Create Your First Invoice

Once your bank is connected and transactions are flowing in, you can start using Cashflowy to manage your clients and send invoices.

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Add your first client

1

Go to Clients

Navigate to Clients in the left sidebar.
2

Click 'Add Client'

Click the Add Client button and fill in the client details:
  • Name — business or individual name
  • Email — where invoices will be sent
  • Address — billing address (optional, shown on invoices)
  • Phone — contact number (optional)
3

Save the client

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

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Create your first invoice

1

Go to Invoices

Navigate to Invoices in the left sidebar.
2

Click 'Create Invoice'

Click the Create Invoice button to start a new invoice.
3

Select a client

Choose the client you want to invoice from the dropdown.
4

Add line items

Add one or more line items with a description, quantity, and rate. Or select from your saved services.
5

Review and send

Preview the invoice, then choose to Save as Draft or Send it directly to your client via email.
You can also connect Stripe to include a payment link on your invoices, so clients can pay online instantly.

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What’s next?

Add Services

Create reusable services to speed up invoice creation.

Connect Stripe

Enable online payments so clients can pay with a click.