How to Add New Clients

Open the InvoiceFly app.
Tap the Clients icon located in the menu at the bottom of the screen.
In the Clients section, tap the Add Client button, typically located in the bottom right corner of the screen.
Enter the required client details such as name, email, phone number, and address. You can also add optional information like tags, ID number, and fax if needed.
Once all the information is entered, tap Save to add the new client to your list.

Editing Client Information

Tap the Clients icon at the bottom of the screen.
Find and select the client you wish to edit from your client list.
Tap the Info button to access the client’s details.
Make any necessary changes to the client’s information, such as name, email, phone number, address, tags, ID number, or fax.
At the bottom of the screen, tap Show More Fields to add additional emails, phone numbers, ratings, or notes if needed.
After making your changes, tap Save to apply the updates.

Tap the Clients icon in the bottom menu.
Scroll through your client list and select the client you wish to delete.
Tap the Delete Client button at the bottom of the screen.
Confirm the deletion when prompted. Be aware that this action is irreversible and will permanently remove the client from your records.
If the client is associated with any invoices, you will see a message indicating that the client cannot be deleted until all related invoices are removed. You must first delete or reassign any invoices associated with that client before proceeding.

These steps will help you effectively manage your clients within the InvoiceFly platform, ensuring accurate and organized records.

Open the InvoiceFly app.
Tap the Clients icon located in the menu at the bottom of the screen.
In the Clients section, tap the Add Client button, typically located in the bottom right corner of the screen.
Enter the required client details such as name, email, phone number, and address. You can also add optional information like tags, ID number, and fax if needed.
Once all the information is entered, tap Save to add the new client to your list.

Tap the Clients icon at the bottom of the screen.
Find and select the client you wish to edit from your client list.
Tap the Info button to access the client’s details.
Make any necessary changes to the client’s information, such as name, email, phone number, address, tags, ID number, or fax.
At the bottom of the screen, tap Show More Fields to add additional emails, phone numbers, ratings, or notes if needed.
After making your changes, tap Save to apply the updates.

Tap the Clients icon in the bottom menu.
Scroll through your client list and select the client you wish to delete.
Tap the Delete Client button at the bottom of the screen.
Confirm the deletion when prompted. Be aware that this action is irreversible and will permanently remove the client from your records.
If the client is associated with any invoices, you will see a message indicating that the client cannot be deleted until all related invoices are removed. You must first delete or reassign any invoices associated with that client before proceeding.

These steps will help you effectively manage your clients within the InvoiceFly platform, ensuring accurate and organized records.

InvoiceFly now allows you to import clients in bulk using CSV or Excel files, which makes transferring client data from other apps much easier.

To import clients:

Go to Tools > Import & Export Data.
Scroll down to Import Clients.
Upload your CSV or Excel file containing the client information. Make sure the file includes details like name, email, phone number, and address.
Once the file is uploaded, the clients will be added automatically to your list.

This feature helps you quickly populate your client list without manually entering each client individually.