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              Home/Sales/Clients/Creating a New Client

              Creating a New Client

              Last updated Jul 27, 2026

              Clients1 articles
              • Creating a New Client
              Browse all Clients →

              Creating a New Client

              Creating a client in SmartLedger.AI is quick and straightforward.


              1: Navigate to Client 

              • From the left navigation menu, select Sales → Client.

              • Click + Create New Client.


              2: Enter Client Details

              Provide the basic invoice information:

              • Select Type of Client (Indian or International)

              • Enter Client GSTIN

              • Enter Client Name 

              • Enter Client Primary Phone

              • Enter Client Email Address

              • Enter Client Invoice Key

              • Select is Active or not








              3: Enter More Details

              Click on Add more details

              • Upload Client Logo

              • Add Address Line 1

              • Add Address Line 2

              • Select Country

              • Select Sate 

              • Select City

              • Add Postal Code












              4: Create a client 

              After filling in all the required information, click the Create Client button to create a new Client.



              5: Client Created 

              The newly created client will be displayed here.






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