Assign a Client (Customer | Supplier) to an Invoice

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.

Assign client Android

Mac

  • Click on Invoice from side menu.
  • To open/edit an invoice click on an Invoice.
  • Click on Edit
  • To assign a client to an invoice click on Select a Client.
  • A popup will open in that at the end of popup window there are two tabs named Customers and Suppliers by default customers tab is selected due to which you will see the list of saved customers. You can select suppliers tab to see the list of saved suppliers.
  • You can search the client by his name or directly select the client that you want to assign to invoice. The selected client will get assigned to the invoice.

assign client mac

Web

  • 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.

Assign a Client to an Invoice Web

Updated on April 10, 2019

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