Creating a customer in the app

To issue an invoice to the specific customer you should first create a customer.
You can create a customer using our web dashboard, but it can be done via the app, too!

Here's how to create a customer in the customers' list:

  1. Open the main menu by tapping the icon (≡) in the upper left corner of the screen,
  2. tap Customers,
  3. tap the '+' icon to create a new customer,
  4. enter customer details,
  5. tap SAVE

After you've entered and saved the customer's details, you can issue an invoice to that customer.
The customer's details will be visible on the invoice.

Have more questions? Submit a request