Add a Client to the Client List

The clients saved to your client lists can be used when sending out invoices. You may add a client by either creating one directly on the client list, or by adding one to an invoice and saving it to the client list.

iOS and Android 

1. Tap Clients
2. Tap the plus sign "+" in the top right corner
3. Fill out the client information in the provided fields
4. Tap Save

Web

1. From the navigation menu, click the Create icon. Then select the Client option.
2. Click Add a client
3. Fill out the client information in the provided fields
4. Click Save

All client profiles include the following fields:

• Client name (e.g. Invoice2go)
• Email (e.g. [e-mail])
• Billing address (e.g. 555 Bryant Street, Palo Alto, CA 94301)
• Contact name (e.g. John Williams)
• Phone (e.g. 123-456-7890)
• Mobile (e.g. 213-546-0879)
• Website (e.g. https://invoice.2go.com/)
• Tax no. (e.g. XX-XXXXXXX)
• Payment terms (e.g. 14 days)
• Notes (e.g. client wants to pay via credit card)

The number of clients you can save to your client list is set based on the quota set for your plan.