User manual/How to add your first client

How to add your first client

A client is required to create an invoice. You can add one manually or dictate the details using the assistant.

  1. 01

    Go to the Clients tab

    Tap “Clients” in the navigation bar. You will see the empty list or your existing clients.

    Go to the Clients tab
  2. 02

    Add a new client

    Tap the “+” button and fill in the form: name, tax ID, address, phone and email.

    Add a new client
  3. 03

    Save the client

    Check that the details are correct and save. It will appear in the list and you can invoice them.

    Save the client