Add a Client and Contact in Flowtly

Before you start

1. 1

   Open Clients and start the form

   Use the left navigation to open Clients and click “Add client”. The creation form appears in a side panel.

   • If you import data from another system, start with the clients you invoice most frequently.
2. 2

   Enter core client data

   Provide the VAT number, country, company name, city, postal code and optional address lines. Choose the default currency used on invoices, then click “Save”.

   • Keep the address consistent with tax documents to avoid rejections from accounting.
3. 3

   Review the overview page

   After saving you land on the new client overview. Check the summary panel to confirm the information looks correct.

   • Use the quick actions on this page to jump directly into invoices or contacts.
4. 4

   Navigate to Contacts and add one

   Open the Contacts tab within the client profile and click “Add contact” to store the first person linked to this account.

   • Create at least one billing contact so delivery emails always reach someone.
5. 5

   Fill out contact information

   Specify the contact’s name, email, optional phone and role (Contact, Billing or Debt collection). Click “Save” when you are finished.

   • Assign separate contacts for billing and collections if different people handle each area.
6. 6

   Confirm the contact exists

   The Contacts list now shows the newly added person with their email and type, proving the setup is complete.

   • You can add multiple contacts; Flowtly will let you choose who receives each invoice.