In this article, we will explain you more about how you can associate/assign a client (Customer | Supplier) to an Invoice.
Information
The steps mentioned below for Assigning a Client (Customer | Supplier) are similar to Estimate, Purchase Order and Credit Note.
iOS
- Tap on to open the side menu.
- Tap on Invoice.
- To open/edit an invoice tap on an Invoice.
- Tap on Edit
- To assign a client to Invoice tap on Select a Client.
- Tap on search field to search.
- Search for client name or directly assign a client by selecting that client from client list. The client will get assigned to Invoice.
Android
- Tap on to open the side menu.
- Tap on Invoice.
- To open/edit an invoice tap on an Invoice.
- Tap on Edit
- To assign a client to an Invoice tap on Select a Client.
- Tap on to seach.
- Search for client name or directly assign a client by selecting that client from client list. The client will get assigned to Invoice.
Web and Mac
- Click on Folders from side menu.
- Click on All Folders / Invoice
- Click on button of the Invoice.
- Click on Edit to Edit/Open the Invoice.
- To assign a client to an Invoice click on Add or Select a Client.
- Search for client name or directly assign a client by selecting that client from client list. The client will get assigned to invoice.