The Clients List can be used to keep track of all the Client data you use to invoice, including the Client’s name, address, email, and outstanding balance owed.
The Clients List can be sorted, so you can easily find, add, and search for your saved clients. To sort your list Alphabetically or by Balance Owed, please see the steps below.
iOS and Android
- Tap on Clients
- Under the search bar, tap on Sorted… and choose between 'Alphabetically' and 'Balance owed'
- Tap on Apply
- Tap on the up and down arrows to the right of the Sorted… option, to sort by ascending or descending order
- From the navigation menu, click on Clients
- Click on the down arrow next to Name to sort Client name by ascending or descending order
- Click on the down arrow next to Balance Due to sort Clients by the amount they owe, by ascending or descending order