Clients

How do I add new clients?

Last updated: March 21, 2026

Adding a new client in InvoiceOwl takes just a minute. Here is how:

  1. Click Clients in the left sidebar to open the clients list.
  2. Click the Add Client button in the top-right corner of the page.
  3. A full-screen form will open. Fill in the client details:
    • Billing name (required) -- the client's name as it should appear on invoices.
    • Company name (optional) -- the company the client works for or owns.
    • Email addresses -- add one or more emails. Click + Add another email for extra addresses.
    • Phone numbers -- add one or more phone numbers with country code. Click + Add another phone for extra numbers.
    • Address -- start typing and pick from the suggestions that appear.
    • Billing address -- by default this is the same as the address above. Uncheck the Billing address same as address checkbox to enter a separate billing address.
    • Website (optional) -- the client's website URL.
    • Tax number (optional) -- the client's tax ID or VAT number.
    • Payment terms -- choose from Same Day, 7 Days, 14 Days, 21 Days, Net 30, Net 60, Net 90, or Custom.
    • Internal notes (optional) -- private notes about this client. These are not visible to the client.
  4. Click Create Client to save.

Your new client will appear in the clients list right away. You can start creating invoices and quotes for them immediately.

On the Mobile App

There are two ways to add a client on mobile:

From the quick-create button:

  1. Tap the + button in the center of the bottom tab bar.
  2. Tap Client from the menu that appears.
  3. Fill in the client details. Tap each field row to open it:
    • Name (required) -- the client's billing name.
    • Company -- the company name.
    • Email -- a primary email address.
    • Phone -- a phone number.
    • Address -- start typing and pick from suggestions.
    • Payment Terms -- choose from Due on Receipt, Net 7, Net 14, Net 21, Net 30, Net 60, or Net 90.
    • Notes -- private notes about this client.
  4. Tap Create Client at the bottom to save.

From the clients list:

  1. Tap the More tab (bottom right), then tap Clients under Manage.
  2. Tap the + icon in the top-right corner of the clients screen.
  3. Fill in the details and tap Create Client.