Can I save or edit my clients' contact information for invoicing?

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 add a new client to the Invoice Client List, do the following:

Web App:

 - In the main menu, click on Invoicing > Client List
 - At the top right, click on the Add New Client button
 - In the popup window, enter the new Client’s contact information (Client or Company Name, Email, Phone Number, Billing Address)
 - Click on the Save & Add button


Mobile App:

 - In the main menu, choose Invoicing
 - Tap on the settings icon which is at the top right
 - At the bottom sheet that opens, choose “Client list”
 - In the screen that opens, enter the new Client’s contact information (Client or Company Name, Email, Phone Number, Billing Address)
 - Press the Add Client button


To edit existing client information, do the following:

Web App:

 - In the main menu, click on Invoicing > Client List
 - To edit an existing client, click on the three dots to the right and choose Edit Details
 - Make changes to the available fields (Client or Company Name, Email, Phone Number, Billing Address) and click on Save


Mobile App:

 - In the main menu, choose Invoicing
 - Tap on the settings icon which is at the top right
 - At the bottom sheet that opens, choose “Client list”
 - In the screen that opens, make changes to the available fields (Client or Company Name, Email, Phone Number, Billing Address) and tap on Save

 

 

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.