Getting started
How do I add a client?
Add a client's business name, contact information, and GSTIN to use across quotes and invoices.
Step-by-step instructions
- 1Go to Clients in the sidebar.
- 2Tap Add client at the top of the page.
- 3Enter the client's Full name, Company name, Email, and Mobile (WhatsApp) number.
- 4Under Tax & KYC, enter their 15-character GSTIN if they are registered for GST.
- 5Add their Physical address and tap Create to save the client.
Good to know
- The mobile number is used to send instant quote links and invoice receipts over WhatsApp.
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