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Add a client

This article explains how to add a new client to Billdu, what details you can store, and how to edit them later.

Mobile app

  • Tap the Clients icon in the bottom navigation bar

  • Tap + in the upper right corner

  • Fill in the client's details:

    • Client name - required

    • Email - used automatically when sending invoices, receipts, or reminders

    • Country and address

    • Company or VAT number - available fields change based on the selected country

  • Contact person, phone, website

  • Scroll to the bottom to add a Shipping address if needed - it will appear on the invoice

  • Tap Save

Tip: To add a client from your phone's contacts, tap Choose from contacts. Allow Billdu access to your contacts when prompted, then select the contact - Billdu will import the available details automatically.

Website

  • Go to Clients in the main menu

  • Click New client

  • Fill in the client's details:

    • Client name - required

    • Email - used automatically when sending invoices, receipts, or reminders

    • Country and address

    • Company or VAT number - available fields change based on the selected country

    • Contact person, phone, website

  • Scroll to the bottom to add a Shipping address if needed - it will appear on the invoice

  • Use Default settings to pre-set the following for this client:

    • Discount, due date, payment type


Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.

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