Setting up your clients in Bullet is the first step toward professional invoicing. There are three different ways to add a client, allowing you to choose the method that best fits your current workflow.
Video overview of client creation in Bullet you can check below:
Method 1: The “On-the-Fly” Method (Easiest)
If you are in a hurry to get an invoice out, you don’t need to leave the invoicing screen to add a new customer.
- Start the process of Creating an Invoice.
- In the client selection field, simply type in the new client’s details.
- Once you save the invoice, Bullet will automatically save the client to your database for future use.
Method 2: Adding a Client via Accounts and Payroll
This is the standard method used while managing your day-to-day bookkeeping.
- Navigate to the Accounts and Payroll section from the top menu.
- Click on Clients in the left-hand menu. You have two options here:
- Select Create Client directly from the drop-down.
- Select Overview and then click the Add New Client button in the top right corner.
- Fill in the required fields for your client.
- Click Review to check the information, then click Save.
Note: Regardless of whether you use Method 1 or Method 2, the client will be automatically synced and visible in both the Hub and the Accounts and Payroll sections.
Managing Client Information
If you ever need to update a client’s address, contact details, or email:
- Simply navigate back to the Clients section on the left menu of Accounts.
- Select the client you wish to change and click Edit.