Add a Client and Contact in Flowtly

Capture billing details and key contacts so invoices always reach the right person.

Getting startedBeginner6 minutesDay 3 of 30

Flowtly Clients list with the Add client button — Open full size

Before you start

Clients sit at the centre of Flowtly billing workflows. Before issuing invoices, make sure every company has a complete profile with VAT details and defaults.

This tutorial walks you through the full process: adding the client record, confirming the overview, and registering the first contact person.

What you will have at the end

Your client has a complete profile with its billing details and one contact person, ready for its first invoice.

What you need

The client’s legal name, address and VAT number.
The name and email address of the person who should receive invoices.

Complete these tutorials first

Create an Organization in Flowtly

Try it in the demo

Click through these screens with sample data first. No account needed.

Open the live demo

Step-by-step

Complete the flow

1
Open Clients and start the form
Use the left navigation to open Clients and click “Add client”. The form opens in a dialog.
Tips
- If you import data from another system, start with the clients you invoice most frequently.
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2
Enter core client data
Pick the identification type and enter the tax number, then the country, company name, city, postal code and address. Choose the currency used on invoices and click “Save”.
Tips
- Keep the address consistent with tax documents to avoid rejections from accounting.
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3
Review the overview page
After saving you land on the new client overview. Check the summary panel to confirm the information looks correct.
Tips
- Use the quick actions on this page to jump directly into invoices or contacts.
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4
Open Contacts and add one
Open the Contacts tab in the client profile and click “Add contact” to store the first person linked to this client.
Tips
- Create at least one billing contact so delivery emails always reach someone.
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5
Fill out contact information
Enter the contact’s name, email, optional phone and type (Contact, Billing or Debt collection). Click “Save” when you are finished.
Tips
- Assign separate contacts for billing and collections if different people handle each area.
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6
Confirm the contact exists
The Contacts tab now lists the new person with their email and type.
Tips
- You can add multiple contacts; Flowtly will let you choose who receives each invoice.
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