Add and manage clients in Billdu so you can invoice them quickly every time. All clients and vendors are stored in the same Client list.
Mobile app
Tap the Clients icon in the bottom navigation bar
Tap + in the upper right corner
Enter the client details:
Client name, email, country, address, phone, and tax number
Company IDs update automatically based on the selected country
To import from your phone contacts, tap Choose from contacts - allow access when prompted, then select a contact
Add a shipping address if needed - it will appear on invoices
Tap Save
Website
Go to Clients in the main menu
Click New client
Enter the client details:
Client name, email, country, address, phone, and tax number
Company IDs update automatically based on the selected country
Add a shipping address if needed - it will appear on invoices
Use Default settings to pre-set a discount, due date, payment type, delivery date, currency, language, and notes for this client - these apply to invoices created on the website only
Click Save
Tip: Always add an email address - when you send an invoice, reminder, or cash receipt, it fills in automatically.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.