Clients & Client PortalUpdated October 5, 2026
Adding and managing client profiles and tax info
Store client names, emails, addresses, tax numbers, and the preferred currency used on their invoices.
Clean client records make sure your invoices include the correct billing details and tax numbers.
Adding a client record
- Go to Clients in the sidebar and click New Client.
- Enter the Client Name, Email Address, and optionally the Phone Number and Company Name.
- Add their address: Street Address, City, State / Province, Postal / ZIP Code and Country.
- Enter their TIN Number (Optional) if applicable.
- Choose the Preferred Currency. Invoices and quotations for this client use this currency.
- Click Add Client.
Helpful TipThe Free plan includes up to 3 active clients. Pro and Business plans offer unlimited client records.
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Related Guides
Inviting clients to access the client portal
Send secure invite links so clients can log in at app.invollo.com/client/signin.
Read guide
Creating and sending your first invoice
Step-by-step guide to choosing a client, adding line items, saving a draft, and emailing an invoice.
Read guide
Configuring tax rates, VAT numbers, and regions
Add sales tax, VAT, or GST rates, choose a default rate, and enter your VAT/GST number and tax ID.
Read guide
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