Clients
Save the people and businesses you invoice.Clients are reusable - their name, email, company, tax ID, and preferred currency are snapshotted onto each invoice you send them.
Adding a client
Press New client and fill in the details, or use the AI quick-draft - type or dictate "Acme Ltd, jane@acme.co, bills in EUR" and the fields prefill for review.
A client's history
Open a client to see everything you've billed them, their outstanding total, and to start a new invoice or payment request addressed to them.