Manage clients
Clients lists everyone you bill, sorted by how much they owe, with overdue amounts in red.
Add a client
Add one from Clients → Add client, or while creating an invoice. For GST, enter their GSTIN (it sets their state) or choose their state if they are not registered: this decides CGST and SGST versus IGST. Add CC emails if invoices should also go to someone else.
A client's page
See every invoice for that client, start a new one copied from their last, set up monthly billing, or (Pro) create a statement link. Edit their details under Edit client details.
Archive
Archiving hides a client and stops their monthly invoices. Their past invoices are kept.
Related
Still stuck? Email [email protected] and a person will reply.
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