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Clients can be added while creating an invoice or estimate, but you also have the option to add them independently for future use. To create a client:

  1. Tap on the + (icon) on the Home screen.
  2. Select Client. Or, from the Clients tab, press the + (icon) in the top-right corner.
  3. Enter your client's contact details, or if they're saved in your phone, you can quickly autofill the fields by selecting Import from Contacts.
  4. Provide an email address for easy invoice or estimate delivery.
  5. If necessary, input the shipping address below, which will be displayed on the invoice.
  6. Tap on Save.

Published Date:  Jul 24, 2025

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