Create a client profile so you can bill, email and track work without retyping details.
By the end you will have a client you can attach documents and invoices to.
1. Open Clients — Choose Clients in the sidebar, then New client.
2. Add the basics — Enter the company or person name and a billing email. The email is where invoices and signature requests go.
3. Add an address — Add the billing address if your invoices must show one. Tax rules in some countries require it.
4. Save — The client now appears everywhere you can pick a client, including the generator and invoices.
I cannot find a client when creating a document — Confirm you are in the right workspace. Clients are per-workspace.