Add a Client to Your List

The clients saved to your client lists can be used when sending out invoices. When creating an invoice you will add a client to it from your list.

All client profiles include the following fields:

  • Billing name (e.g. Invoice2go)
  • Email (e.g. info@invoice2go.com)
  • Billing address (e.g. 555 Bryant Street, Palo Alto, CA 94301)
  • Contact name (e.g. John Williams)
  • Phone (e.g. 123-456-7890)
  • Mobile (e.g. 213-546-0879)
  • Website (e.g. https://invoice.2go.com/)
  • Tax no. (e.g. XX-XXXXXXX)
  • Payment terms (e.g. 14 days)
  • Notes (e.g. client wants to pay via credit card)

Once added to your client list, your clients will be sorted by the first name entered in the billing name field (e.g. John Williams). If you need your clients sorted by the last name, you can update your clients contacts to be last name, first name (e.g. Williams, John)

 

iPhone and iPad

  1. From the side navigation menu, tap on Clients
  2. Tap on Add client
  3. Fill out the client information in the provided fields
  4. Tap on Save

Android

  1. From side navigation, tap on Clients
  2. Tap on the plus sign button and click Client
  3. Fill out the client information in the provided fields
  4. Tap on Save

Web

  1. From the side navigation menu, click on Clients
  2. Click on the Plus Sign button and click on Client
  3. Fill out the client information in the provided fields
  4. Click on Save and close

 

The number of clients you can save to your client list is set based on the quota set for your plan. If you hit your quota limit for your client list, click here to upgrade your plan.


Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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