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A client is a business or person you invoice. The client record holds the billing details that appear on the invoice. The contacts underneath it are the individual people who receive it. Getting the split right matters, because Invup bills the client and emails the contact.
Clients list for the demo organization showing several clients

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Create a client

1

Enter the billing details

Name and email address are required. Phone and the full address, being address lines one and two, city, state or region, postal code and country, are optional but appear on the invoice.Use the client’s legal or trading name as they expect to see it on a bill. This is the name that goes on the document their finance team will file.
2

Add at least one contact

A client with no contacts cannot receive anything. Invoices, reminders and receipts all go to contacts, not to the client record’s own email address.Each contact has a first name, last name, email address and phone number.

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Contacts and contact types

Contact types decide which client facing emails each contact receives: invoices, reminders, receipts. This exists because clients rarely have one relevant person. The project lead wants to see the invoice. Accounts payable wants the invoice and the reminders. The managing partner wants nothing until something has gone wrong.
A contact with no types set receives no emails at all. That is a legitimate configuration for someone you want on record but not in the mailing, and it is also the most common reason a client says an invoice never arrived.
Managing contact types requires the Pro plan. On Free, contacts still receive client facing emails; you simply cannot vary who receives which.

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What clients see

Clients never log in to Invup. When you send an invoice, the contact receives an email with a link to a portal showing that invoice and a way to pay it. That portal is the entirety of your client’s experience of Invup, which is why your logo and payment settings are worth doing before the first send rather than after. See Invoice settings and Connect Stripe.

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Deleting a client

Deleting a client is available from the list, individually or in bulk. Think of a client record as the anchor for everything you have ever billed that business. Projects belong to it, and so does invoice history. Where a relationship has simply ended, leaving the record in place keeps the history readable.

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How many clients to add now

One is enough to get through Quickstart. Beyond that, add clients as you win them rather than importing a list you are not yet billing. An empty client with no projects is noise in every selector for the rest of the year.

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Next

Define your services

Describe the kinds of work you sell.

Create your first project

Give the work somewhere to be logged.