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Add and manage clients

Client details, Companies House look-up and per-client settings.

  1. Go to Clients and choose Add client.
  2. For a UK company, start typing its name to fill in the details from Companies House.
  3. Add a billing email, phone number with its country, and any payment terms just for this client.

Each client has its own page with their invoices, quotes and a statement. You can archive clients you no longer work with.

Still stuck?

Use Help inside the app (we'll see which page you're on), or contact us. A person reads every message.