Your customers

Where: iPhone and iPad app and Website

Each customer's details are kept in one place, so you only type them once.

On the iPhone app

  1. Go to the Clients tab.
  2. Use the + button to add a customer, or search for one.
  3. Open a customer to use Call, Email or New invoice.
  4. A customer you no longer work for can be put away with Archive this client. Use Restore this client to bring them back.

On the website

  1. Use Clients, then + Add New Client.
  2. Open a customer to see their invoices and quotes.
  3. Archived customers come back with Restore.

Good to know

  • Archiving keeps their old invoices. Nothing is lost.

Something not working the way this says? Tell me and I will put it right.

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