The clients saved to your client lists can be used when sending out invoices. You may add a client by either creating one directly on the client list, or by adding one to an invoice and saving it to the client list.
iOS and Android
- Tap Clients
- Tap the plus sign "+" in the top right corner
- Fill out the client information in the provided fields
- Tap Save
Web
- From the navigation menu, click the Create icon. Then select the Client option.
- Click Add a client
- Fill out the client information in the provided fields
- Click Save
All client profiles include the following fields:
- Client name (e.g. Invoice2go)
- Email (e.g. support@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)
The number of clients you can save to your client list is set based on the quota set for your plan.