Save a client's details once, then add them to any document in a few taps.
Add a new client
In the bottom menu, tap Clients
Tap + in the top right corner
Fill in the client's details - or tap Choose from contacts to import them from your phone
Tap Save
Importing from contacts? If your phone asks, allow access to your contacts. The app imports what it can, so check the details and fill in anything missing.
What you can fill in
Name, country and address
Email - fills in automatically when you send a document or a payment reminder
Contact details
Company ID and tax or VAT number - these fields vary by country, and you can edit them
Shipping address - optional. It appears on your invoices.
Note: vendors you add for expenses are saved to this same client list.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.