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
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