How do I add a new client for an invoice?

Your client's information is automatically saved when you create a new invoice. You can also add and save a new client's information for future invoicing. All you need is the client's name and email address. To add a new client, follow these steps:

Mobile App

1. Go to "More" in the bottom right of the screen

2. Click“Invoices”

3. Click the ⚙️(gear) settings button in the top right corner

4. Select "Clients"

5. Click "Add New Client"

6. Enter the name and email. Phone number, Contact Name, and Billing Address are optional 
7. Click "Add"

Web App

1. Click on the "Invoices" tab
2. Click on the "Settings" button
3. Click on the "Manage Clients" tab
4. Click on the "Add New Client"
5. Enter the name and email. Phone number, Contact Name, and Billing Address are optional 
6. Click "Add Client"

Learn how to Edit or Delete your client's information here.