Adding a New Client in Freshbooks
Chloe Brown
|
8 steps
|
24 seconds
Freshbooks
1
Navigate to [https://my.freshbooks.com/#/dashboard](https://my.freshbooks.com/#/dashboard)
2
Click here.
3
Click "Client"
4
Fill out the POC First Name, Last Name, Company Name, and Email. The POC should be whoever will receive & pay invoices.
5
Click here.
6
Click the "Add the option to attach a PDF copy when sending invoices by email." field.
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Click "Done"
8
Click "Save"