Can I save my customers' invoicing information?

Yes, you can save your customer's information for future invoicing!

All you will need is the customer's name and email address. You can also add a phone number and a billing address, as well, and you can also update or delete existing information.

To do any of the above, tap on the Main Menu > Invoicing > Settings (top right) > Client List, to add a new client and/or manage the existing client list.

 

Lili is a technology company and not a bank. Banking services are provided by Choice Financial Group, Member FDIC. The Lili Visa® Business Debit Card is issued by Choice Financial Group, Member FDIC, pursuant to a license from Visa U.S.A.