Add a Client to Your List

Whether you’re on the go or in the office, having direct access to a list of your clients is a huge time-saver. Invoice2go allows you to store your client's’ information in the cloud, helping streamline invoicing across all your devices.

Adding information to your client list is a pain-free process, regardless of whether you’re on mobile or your computer. Just open Invoice2go and follow the steps below.

The number of clients you can save in the cloud is dependent upon the quota for your plan. See details hereYou can also import a list of your clients in CSV format.

iPhone and iPad

  1. Tap on Clients
  2. Tap on the Plus Sign button
  3. Enter the Billing Name
  4. Or, tap on the Plus Sign button to add a client from your device contacts
  5. Fill out the client information in the provided fields
  6. Tap on Save

Android

  1. Tap on Clients
  2. Tap on the Plus Sign button
  3. Enter the Billing Name
  4. Or, tap on the Magnifying glass button to add a client from your device contacts
  5. Fill out the client information in the provided fields
  6. Tap on Save

Web

  1. Click on Clients.
  2. Click on the Plus Sign button.
  3. Enter the Billing Name.
  4. Fill out the client information in the provided fields.
  5. Click on Save.
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