> ## 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.

# Add Clients & Create Your First Invoice

> Set up your client list and create your first invoice in Cashflowy.

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

## Add your first client

<Steps>
  <Step title="Go to Clients">
    Navigate to **Clients** in the left sidebar.

    <Frame>
      <img src="https://mintcdn.com/cashflowyai/CDX7LMGYDKyLQOQq/images/Screenshot2026-03-30at1.16.06AM.png?fit=max&auto=format&n=CDX7LMGYDKyLQOQq&q=85&s=4c977e7966d98073f893c2cf751b5eea" alt="Screenshot2026 03 30at1 16 06AM" width="464" height="642" data-path="images/Screenshot2026-03-30at1.16.06AM.png" />
    </Frame>
  </Step>

  <Step title="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)

    <Frame>
      <img src="https://mintcdn.com/cashflowyai/CDX7LMGYDKyLQOQq/images/Screenshot2026-03-30at1.17.22AM.png?fit=max&auto=format&n=CDX7LMGYDKyLQOQq&q=85&s=5306139b28355c448a405f7244fac5a4" alt="Screenshot2026 03 30at1 17 22AM" width="1924" height="1300" data-path="images/Screenshot2026-03-30at1.17.22AM.png" />
    </Frame>
  </Step>

  <Step title="Save the client">
    Click **Save**. The client is now available when creating invoices.
  </Step>
</Steps>

## Create your first invoice

<Steps>
  <Step title="Go to Invoices">
    Navigate to **Invoices** in the left sidebar.
  </Step>

  <Step title="Click 'Create Invoice'">
    Click the **Create Invoice** button to start a new invoice.
  </Step>

  <Step title="Select a client">
    Choose the client you want to invoice from the dropdown.
  </Step>

  <Step title="Add line items">
    Add one or more line items with a description, quantity, and rate. Or select from your saved [services](/faq/invoicing/add-service).
  </Step>

  <Step title="Review and send">
    Preview the invoice, then choose to **Save as Draft** or **Send** it directly to your client via email.
  </Step>
</Steps>

<Tip>
  You can also [connect Stripe](/faq/invoicing/connect-stripe) to include a payment link on your invoices, so clients can pay online instantly.
</Tip>

## What's next?

<CardGroup cols={2}>
  <Card title="Add Services" icon="briefcase" href="/faq/invoicing/add-service">
    Create reusable services to speed up invoice creation.
  </Card>

  <Card title="Connect Stripe" icon="stripe" href="/faq/invoicing/connect-stripe">
    Enable online payments so clients can pay with a click.
  </Card>
</CardGroup>