Follow these steps…
Go to the Clients tab.
Click Add client in the top-right corner.
Enter the client’s details and fill out all required fields, then click Continue.
Choose the payment type: recurring, one-time, or installments.
Recurring: enter the price, type (monthly or weekly), and interval.
Installments: enter the amount per payment and number of installments.
Review and customize your invite email. You can also attach files (like client agreements) at the bottom of the screen.
Click Send email to send your client their offer.
💡 Want to preview how Superset looks for clients? You can add a sample client. Sample clients don’t affect billing if you archive them later.