How can we help?

Search

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

Yes. You can safely save, update, and reuse your clients’ contact details so you can send invoices faster and keep your customer records consistent over time.

What client details can I save?

When you add a client to your Client List, you can store the information you need to invoice them again in just a few clicks.

You can save:

  • Client or company name (for incorporated businesses, we recommend using the legal business name)
  • Email address
  • Phone number (optional)
  • Billing address (optional, but helpful for contracts, records, and tax purposes)

You only need a name and email to get started, and you can update or add more details at any time.

How saved clients help with future invoices

Once a client is in your Client List, you don’t need to retype their information every time you invoice them.

When you create a new invoice:

  • You can search and select the existing client from your Client List
  • The client’s saved information is automatically filled into the invoice
  • Any updated details you’ve saved will be used on new invoices going forward

This helps your team avoid typos, stay consistent with legal business names, and keep a clean record of who you’re billing over time.

How to add a new client

Web App

  • In the main menu, click Invoicing 
  • Click on the Settings icon, and click on "Clients list"
  • Click Add Client
  • Enter the client’s details (Client or Company Name, Email, and any optional fields like Phone Number and Billing Address)
  • Click Save to add them to your Client List

Mobile App

  • In the main menu, tap Invoicing
  • Tap the settings icon at the top right
  • In the bottom sheet, tap Client list
  • Tap Add Client or the + icon 
  • Enter the client’s contact information (Client or Company Name, Email, Phone Number, Billing Address)
  • Tap Add Client to save

For businesses that invoice multiple entities (for example, different subsidiaries or locations), we recommend adding each as a separate client with its own billing email and address so you can track invoices clearly.

How to edit existing client information

You can update client details at any time. Changes will apply to invoices you create in the future; invoices you’ve already sent will keep the original information as part of your records.

Web App

  • In the main menu, click Invoicing > Settings icon > Client List
  • Find the client you’d like to update
  • Click the three dots to the right and choose Edit Details
  • Adjust any fields (Client or Company Name, Email, Phone Number, Billing Address)
  • Click Save

Mobile App

  • In the main menu, tap Invoicing
  • Tap the settings icon at the top right
  • Tap Client list
  • Select the client you’d like to edit
  • Update the available fields (Client or Company Name, Email, Phone Number, Billing Address)
  • Tap Save

If a client changes their billing contact or moves to a new address, updating their profile once keeps new invoices aligned with your current agreement.

How to remove a client you no longer invoice

If you no longer work with a client, you can remove them from your active Client List while keeping your historical invoices intact.

Web App

  • In the main menu, click Invoicing > Settings icon > Client List
  • Find the client you’d like to remove
  • Click the three dots to the right and look for the option "Delete Client"
  • Confirm your choice when prompted

Mobile App

  • In the main menu, tap Invoicing
  • Tap the settings icon at the top right
  • Tap Client list
  • Select the client
  • Tap Delete Client, then confirm

Removing a client from the list does not delete any invoices you already issued to them; those remain part of your business records.

Best practices for growing businesses

For LLCs, corporations, and partnerships that invoice multiple stakeholders, we recommend:

  • Using consistent legal business names for your clients
  • Adding a dedicated billing or accounts payable email rather than a personal address
  • Keeping phone numbers and billing addresses up to date to support contracts, collections, and compliance workflows

This keeps your receivables organized and makes it easier to collaborate with your tax, accounting, or finance partners using your Lili account history.


 

Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. The Card may be used everywhere Visa debit cards are accepted. 

Wire Transfer services are provided by Column Bank N.A., Member FDIC. All wires are subject to acceptance criteria and risk-based review and may be rejected at the sole discretion of Column Bank N. A. or Lili App Inc.