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
Delivery date, currency, language
Payment options and notes
Click Save
Note: Default settings configured on the website apply when creating invoices on the web only - they have no effect on the mobile app.
Edit a client
On the mobile app - go to Clients, tap the client, then tap Edit or Client details
On the website - go to Clients, open the client, and select Edit
From the client's overview, you can also view all their past invoices and expenses, or generate a client statement.
Note: Editing a client's details will not update invoices that have already been created. To update client details on an existing invoice, you'll need to edit the invoice directly.