How do I add or update a client?

Updated June 18, 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