Add a client
- Go to Clients and click New Client.
- Fill in the required fields: First Name, Last Name, and Email.
- Add any of the optional fields you have: Phone, Company Name, Street Address, City, State, Postal Code, and Country.
- If this client has a tax rate you want to start from, enter Sales Tax Rate (%).
- Internal Notes are for you. They stay off the invoice and the quote.
- Click Create Client.
You need a client before you can add a project or an invoice for them.
What your client sees
On an invoice, and on a quote that is still a draft, this person appears under Bill To. That block uses their name, address, and phone and email when you entered them. Internal Notes are not included. Sales Tax Rate (%) is used when you calculate tax. It is not printed as its own line under Bill To.
Common questions
No. **Company Name** is optional. **First Name**, **Last Name**, and **Email** are required.
Yes. An invoice needs a client. A project is for organizing the work. See [Add a project](/help/add-a-project).
**Internal Notes** stay in Track and Invoice. They are not part of **Bill To**.
Related guides
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