Create a clear client record
Add the client’s name and the billing details you need using the client tools in the app. Use a name that you can distinguish from similar entries. Keep business billing information accurate and include only information needed for your invoicing workflow.
Choose the saved client
When creating an invoice, choose the client record rather than entering the same details from scratch. Check that you selected the correct person or company before adding items. Saved details reduce repeated typing, but still need a review when a client’s address or contact changes.
Review before sharing
Check the recipient, invoice number and billing details in the final PDF. The client list is an invoicing feature, not a promise of automatic payment or email delivery. Use the sharing method that fits the client’s agreed process.
