How do I add a client to my invoice?
To add a client to an invoice, you need to follow these steps.
iOS/Android
- Tap on the Invoice card from the home, or tap on the “+” button
- Open the already created invoice or tap on the “+” button to create a new invoice
- Click on the “Add Client” button
- Select an already existing client or tap the “+” button
- Tap on Create New Client or import from the Address Book
- Fill in the required information and click on the save button
Web App
- Tap on Invoice from the Menu bar, Dashboard screen, or click on “Create” drop-down
- Click on “+ New Invoice” for a new invoice or tap on the already created invoice
- Click on Add Client and feed in all the required information
- Save the client and fill in the rest of the information to create an invoice