Clients

Clients are the “billed to” side of every invoice. Before you can send an invoice, you need at least one client with an email address.

The clients page is at app.looped.sh/invoices/clients.

Anatomy of a client

Field	Required?	Used for
Name	✅	“Billed to” on invoices. Unique per team (case-insensitive)
Email	✅	Sending invoices via email; required for the “send” action
Phone	optional	Surfaces on invoice for contact
VAT number	optional	Surfaces on invoice in regions where it’s required
Address	✅	“Billed to” address — line 1 + postal code minimum

A client can be a person (Jane Smith) or a business (Acme Corp). Looped doesn’t distinguish.

Creating a client

Two ways:

From the clients page

1. Open Clients in the Invoices nav.
2. Click Add Client.
3. Fill the form and Save.

Inline from the invoice composer

When you’re composing an invoice and the client doesn’t exist yet:

1. Open the Billed to dropdown on the invoice.
2. Click + Add Client.
3. Quick-create the client without leaving the composer.

The client is saved, becomes the invoice’s “billed to”, and shows up on the clients page going forward.

Editing a client

Open the client row → Edit (or just click on the client). Change anything except the name (which stays unique per team).

Changes affect future invoices only. An invoice already sent retains the client snapshot it had at send time.

Deleting a client

If a client has no invoices, Delete removes the row.

If they have invoices, deletion is blocked — you’ll see a warning. Either:

• Keep the client around (it doesn’t cost anything), or
• Delete or void the invoices first, then delete the client

This safeguard prevents orphaning invoices that reference a client that no longer exists.

Searching

The clients page has a search bar that matches name, email, phone, and VAT number. Useful when you have a long list and just want to grab someone fast.

Why does each client need an email?

The send action needs somewhere to send the email to. The send button on an invoice is disabled if its client has no email — the tooltip explains why.

If you only ever invoice in person and don’t need email sends, that’s fine — leave the email blank, save the invoice, and download the PDF manually. But the bulk of the value comes from email + the Pay portal which requires the email.

Importing clients

Bulk import isn’t built yet. Until then:

• Add them one at a time, or
• Use the Public API (POST /v1/invoices/clients) to script imports from your CRM