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Create clients

Create, edit and delete clients. Client lists and import from contacts

Updated over a week ago

Clients and vendors are saved in the same Client list.

  • From the bottom row select the Clients icon

  • Click on + in the upper right corner

  • Enter all required details

    • client name

    • email

    • country

    • address

    • contact

    • tax number

    • etc.

      Company IDs vary by country and can be edited manually.

  • To add a client from your phone, select Choose from contacts. Your device may ask for enabling access to your contacts - select Yes. Now you can select a contact from your contact list - it will try to import all necessary data

  • Enter an e-mail address for convenient invoice sending. When you send an invoice, cash receipt or reminder, this email appears in the email field automatically

  • You can also change the Identificators (Company No., VAT No.) if needed

  • Enter Shipping address below if needed, it appears on the invoice as well

  • Click Save

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