In this article, we will explain you more about how you can create a new client (Customer | Supplier) from an Invoice.
ℹ️ The steps mentioned below for Creating a New Client (Customer | Supplier) are similar to Estimate and Purchase Order.
iOS #
- Tap on ☰ to open the side menu.
- Tap on 📁 Invoice.
- To Edit tap on the Invoice that you want to Edit/Open.
- For creating a new client tap on Select a Client.
- Tap on ➕ button.
- Enter details of the client.
- Tap on [icon name=”floppy-o” class=”” unprefixed_class=””] Save. The new client will be saved.
- Now you can see that client in the list of saved clients so as to assign it to invoice.
Android #
- Tap on ☰ to open the side menu.
- Tap on 📁 Invoice.
- To Edit tap on the Invoice that you want to Edit/Open.
- For creating a new client tap on Select a Client.
- A popup containing a list of saved clients will open.
- Tap on 🔍 to search.
- In search field enter the name of new client that you want to create.
- Tap on Add Client.
- Enter details of the client.
- Tap on [icon name=”floppy-o” class=”” unprefixed_class=””] Save. The new client will be saved.
- Now you can see that client in the list of saved clients so as to assign it to invoice.
Web and Mac #
- Click on 📁 Folders.
- Click on 📂 All Folders / 📂 Invoice.
- Click on ☰ of the Invoice.
- Click on ✏️ Edit to edit/open the Invoice.
- For adding a new client click on Add or select a client.
- A dropdown containing the list of saved client will open.
- Enter the name of new client that you want to create in search bar.
- Add New Customer button will appear in the dropdown.
- Click on ➕Add New Customer.
- Enter details of the client.
- Click on Save. The New Client will be saved.
- Now you can see that client on the list of saved clients so as to assign it to invoice.
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