How to add a client in Penny - Penny Freedom

How to add a client in Penny

Most freelancers open a Penny account so they can get their invoice payment fast, without having to wait out their client’s normal invoice terms. And that’s great, because that’s why we created the platform!

But did you know that you can use Penny as a free tool to simply and quickly create, send, store and export your invoices?

Adding a client

However you want to use Penny, the first thing you’ll need to do is add your client or clients. It’s super-easy, but let’s walk through it: 

First log in to your Penny account using the email and password you used to register.

From the top menu bar, click on “Clients” and then “New Client”.

Now you just have to enter the details of your client. Start by typing their limited company name and Penny will automatically search the Companies House register to find the right company.

 

(Please note that we can currently only finance invoices on business to business services between two  limited companies.)

Enter the name of the person who should receive the invoice, along with their position, contact number and email address. 

This is who your invoice will be sent to, and most importantly, if you choose to fast track your payment, this is who we will contact to validate the invoice.  

Under “Invoice Options”, you will see an option to add an invoice prefix of your choice,as a reference for your client, tying the invoice to your company.

Click save at the bottom of that screen, and that’s your client added! You can go ahead and create and send invoices to that client as and when you need to, with the option for faster payment using the “Penny pay” finance option.

Questions or problems?

If you have any questions or feedback on Penny, the team is here to help.

Call us on 02892 894000, email hello@penny.co.uk or connect with us on live web chat.