Skip to main content
Create clients

Create, edit and delete clients. Client lists and import from contacts

Updated over a month ago

Clients and vendors are saved in the same Client list.

  • App: From the bottom row select the Clients icon. Tap on + in the upper right corner
    Website: Navigate to the section Clients in the main menu. Click on the New client button

  • Enter all necessary details such as Client name, email, country, address, contact, tax number etc. Company IDs will change according to the selected country. You can also edit the company VAT/TAX IDs by yourself

  • To add a client from your phone, select Choose from contacts. Your device may ask for enabling access to your contacts - select Yes. Now you can select a contact from your contact list - Billdu will import necessary data

  • Enter an e-mail address for convenient invoice sending. When you send an invoice, cash receipt or reminder, this email appears in the email field automatically

  • You can also change the Identificators (Company No, VAT no) if needed

  • Enter Shipping address below if needed, it appears on the invoice as well

  • Click Save

Website features:

Use Default settings to set a Discount, Due date, Payment type, Delivery date, Currency, Language, Payment options and Notes. These settings will be used when creating an invoice (it has no effect on apps)

Did this answer your question?