How do I add or update a client?

Updated October 20, 2026

To add a new client for an invoice: In the app: 1. Go to More 2. Select Invoices 3. Tap Settings 4. Select Clients 5. Select Add new client or choose the client to update 6. Enter details and save On the web: 1. Go to Invoices 2. Select Settings 3. Open Manage clients 4. Select Add new client or choose the client to update 5. Enter details and save