Clients and vendors are saved in the same Client list.
MOBILE APP
On the screen click ...More icon and select Clients
Tap on + in the upper right corner
To import 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 try to import all necessary data
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
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
Delete a client
Swipe left on the client you'd like to delete. Either swipe the whole way to left or tap on the red Delete button which appears.
Alternatively tap on the client, select Edit in the upper right corner, scroll down and click on Delete client.
Note: Please be aware that by deleting a client you'll delete also the entire communication in your Inbox. Also you won't be able to see statistics or create a statement.
Edit client
When editing a client, you'll get to the Communication tab first - you can see sent documents here, all communication and also send documents and attachments to your client
In the Overview tab you see statistics for Outstanding revenue and expenses based on paid and unpaid invoices and expenses and also an invoice list. You can create a statement here as well
Select EDIT in the upper right corner to see or change client's data
NOTE: Changing client's data has no effect on your saved invoices. Learn more here about changing client details on invoices.
WEBSITE
Navigate to the section Clientsin the main menu
Click on the New client button
Enter client details into all required fields. Company IDs will change according to the selected country. You can also edit the company VAT/TAX IDs by yourself.
Enter Shipping address if necessary by clicking on Ship to. A new section pops up where you can add a shipping address which appears on the invoice as well
Enter an e-mail address for convenient invoice sending. When you send an invoice, cash receipt or reminder this e-mail is used automatically
In the Default settings set Discount, Due date, Payment type, Delivery date, Currency, Language, Payment options and Notes. Those settings will be used when creating an invoice on the website (it has, however, no effect in the mobile app)
Click Save
Delete a client
Click on the bin icon to delete one client.
To delete more clients select multiple checkboxes, select Actions and Delete.
Note: Please be aware that by deleting a client you'll delete also the entire communication in your Inbox. Also you won't be able to see statistics or create a statement.
Edit client
When editing a client, you'll get to the Overview tab first where you see statistics for Outstanding revenue and expenses based on paid and unpaid invoices and expenses
You can see a list of the client's invoices or create a statement here as well
Select Client details to see or change client's data.
NOTE: Changing client's data has no effect on your saved invoices. Learn more here about changing client details on invoices.