Managing Clients

Saving a Client

Save client information for quick reuse:

1. Fill in the client details in the BILL TO section
2. Click the save icon (💾) next to BILL TO
3. The client is now saved for future invoices

Finding Saved Clients

Quickly load a saved client:

1. Click the search box at the top of the BILL TO section
2. Start typing the client's name, company, or email
3. Click a client from the dropdown to auto-fill their details

Client Information Fields

Each client can include:

Loading from Recent Documents

You can also load client info from your recent invoices:

Tips

• Include the company name even for individuals - it helps with searching
• Update client details by saving again with the same name
• Use the Biz+Client button to quickly copy both parties from an old invoice