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:
- Tap on the + (icon) on the Home screen.
- Select Client. Or, from the Clients tab, press the + (icon) in the top-right corner.
- 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.
- Provide an email address for easy invoice or estimate delivery.
- If necessary, input the shipping address below, which will be displayed on the invoice.
- Tap on Save.
Published Date:
Jul 24, 2025