You can update the client's information for your invoices at any time.
On the mobile app, you can update the client's info by:
- Going to "More" in the bottom right of the screen
- Clicking “Invoices”
- Clicking the ⚙️(gear) settings button in the top right corner
- Clicking "Clients"
- Select the client you would like to edit and make the necessary changes
*If you want to delete the client, just click "Delete Client" and confirm deletion.
On the web app, you can update the client's info by:
- Clicking on the “Invoices” tab
- Clicking "Settings" in the top right corner
- Clicking "Manage Clients" tab
- Select the client you would like to edit
- Clicking "Edit" under "Client Details" and make the necessary changes
*If you want to delete the client, just click "Delete Client" and confirm deletion.
Make sure to press save once you have updated the information for the client.