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
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