Create a New Client (Customer | Supplier) from Invoice

In this article, we will explain you more about how you can create a new client (Customer | Supplier) from an Invoice.

Information

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 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.

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 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.

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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Updated on March 19, 2020