Clients are the people or businesses you send invoices to. You must create at least one client before you can create an invoice.
Step 1: Go to the clients page
- Log in to your Maplr account
- From your dashboard, click Clients in the top navigation
- Click the “Create client” button
Step 2: Enter client details
Fill out the client’s information. This will be used when creating invoices and sending them.
Client name
The name of the person or business.
Examples:
- John Smith
- ABC Construction Ltd.
Email address
The client’s email address.
- Used when sending invoices
- Make sure it is entered correctly
👉 If no email is provided, you can still create invoices, but you’ll need to share them manually.
Phone number (optional)
Add a phone number if you want it stored for reference.
Address (optional)
Enter the client’s billing address.
This may include:
- Street address
- City
- Province
- Postal code
👉 This can appear on invoices for a more professional look.
Notes (optional)
Add internal notes about the client.
Examples:
- Preferred payment method
- Special instructions
- Project details
⚠️ Notes are for your reference and are not shown to the client.
Step 3: Save your client
Click “Save client” to add them to your account.
Once saved, you can:
- Select them when creating invoices
- Edit their details anytime
- Manage all clients from the Clients page
What’s next?
Now that you’ve created a client, you can:
- 👉 Create your first invoice
- 👉 Send invoices directly to your client
- 👉 Track payments and activity
- Keep client details up to date to avoid invoice issues
- Double-check email addresses before sending invoices
- Use clear business names for easy organization