Within your new invoice, it’s easy to add an existing or create a new client:
Bill to: Bill to allows you to select your client or add a new one.
Select client or add new one: This pulls up the list of clients from your database, however if you need to create a new client, just tap either import your client information from your mobile or manually input the relevant client details (see Clients section in this guide for more details).
Edit client: From the list of clients, left swipe the client you wish to edit and click on “edit”.
Select client or add new one: By clicking in the client field, or by typing initial letters, this pulls up the list of clients from your database, however if your client doesn’t appear you can create a new one, just click “Add new client” (see Clients section in this guide for more details).
To edit your client: Click the edit icon next to the client, a pop up box will appear to edit the required information.
Add your customer reference or PO number to your invoice by adding it to the custom label field.