Clients

Your clients

Save a client once and they're on every quote and invoice. Each client has a page with what they owe and everything you've sent them.

2 min read · 3 steps

Step 1
Add a client
Only the name is needed. A mobile number lets you send on WhatsApp; an email lets reminders go out. A GSTIN fills in their state.
1. 1Tap “+”, then “Add client”
2. 2Type the name and mobile number
3. 3Add the company, GSTIN, email or address if you have them
4. 4Save
Tip: You can also add a client while making a quotation, with “New client”.
Step 2
See who owes you
The list shows each client's amount due. Search by name, company, phone or city.
1. 1Tap “Clients”
2. 2Tap “Owes you” to see only clients with money due
Step 3
Open a client's page
Everything about one client in one place: call or WhatsApp them, see billed, received and due, and their quotations, invoices and notes.
1. 1Tap a client
2. 2Tap “New quotation” or “New invoice” to start one for them
3. 3“Edit details” changes their information

Common questions

Can I delete a client?

Yes, if they have no quotations or invoices. Otherwise they stay, so your records stay complete.

Does a client's state matter?

Yes: it decides CGST + SGST or IGST on their documents.

Clients

Save a client once and they're on every quote and invoice. Each client has a page with what they owe and everything you've sent them.

2 min read · 3 steps

Step 1
Add a client
Only the name is needed. A mobile number lets you send on WhatsApp; an email lets reminders go out. A GSTIN fills in their state.
1. 1Tap “+”, then “Add client”
2. 2Type the name and mobile number
3. 3Add the company, GSTIN, email or address if you have them
4. 4Save
Tip: You can also add a client while making a quotation, with “New client”.
Step 2
See who owes you
The list shows each client's amount due. Search by name, company, phone or city.
1. 1Tap “Clients”
2. 2Tap “Owes you” to see only clients with money due
Step 3
Open a client's page
Everything about one client in one place: call or WhatsApp them, see billed, received and due, and their quotations, invoices and notes.
1. 1Tap a client
2. 2Tap “New quotation” or “New invoice” to start one for them
3. 3“Edit details” changes their information

Can I delete a client?

Yes, if they have no quotations or invoices. Otherwise they stay, so your records stay complete.

Does a client's state matter?

Yes: it decides CGST + SGST or IGST on their documents.