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Adding and Managing Clients

Manage clients easily with adding, editing, and deleting. This guide helps streamline your operations.

Updated over a month ago

How to Add New Clients

  1. Open InvoiceGo app.

  2. Tap the Tools icon located in the menu at the bottom of the screen.

  3. Tap the Clients under management section.

  4. In the Clients section, tap the Add Client button, typically located in the bottom of the screen.

  5. 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.

  6. Once all the information is entered, tap Save to add the new client to your list.

Editing Client Information

  1. Tap the Tools icon located in the menu at the bottom of the screen.

  2. Tap the Clients under management section.

  3. Find the client you want to edit and tap to it.

  4. Tap to Edit button on the bottom

  5. Make any necessary changes to the client’s information, such as name, email, phone number, address, tags, ID number, or fax.

  6. After making your changes, tap Save to apply the updates.

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