How do I add a new client or use an existing client on an invoice?

When creating an invoice, choose the existing client record if it is the same legal customer. If the customer is new, enter their business name, billing address, and country. Check those details against the contract or the client's purchase order before continuing.

Do not select a similarly named company just to complete the invoice. Different entities within one group can have different billing details. Review the client details again in the invoice preview, especially if a saved record is old. If you cannot find the right record or need to change an existing record, contact support with the correct billing information before sending the invoice.