In this article, we will explain you more about how you can associate/assign a client (Customer | Supplier) to an Invoice.
ℹ️ 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.
