How do I manage clients on Android?

In FreshBooks, the people you send invoices or estimates to are clients. You can add, manage and delete your clients as your business grows.

• Create Clients
• Manage Clients

Create Clients

You can create clients in the Android app with these steps:

1. Once logged into your account, tap on More at the bottom
2. Then tap on Clients
   
3. Next, tap on the green + circle
   
4. Enter in the client's First Name and Last Name, and if needed, add the Company, Email, Internal Notes, or tap on Add Address or Add Phone Number for more details
   
5. When you're done, tap on Save at the top right corner to finish adding the client.

 

Notes:

• Internal notes is private and only visible to you and your team if you want to keep track of client details
• When viewing a client, you can also tap on the phone number field to make a call:
  

 

Manage Clients

In the Clients section, you can view your list of clients. To edit a client's information, use these steps: 

1. Tap on the Clients section
2. Then tap on the client you want to edit
3. Tap on the Edit button at the top
4. Make your changes and tap on Save to finish.

To delete a client, use these steps: 

1. Tap on the Clients section
2. Then tap on the client you want to delete
3. Tap on the Edit button at the top
4. Scroll down to the bottom and tap on Delete
5. Tap on Delete again to confirm.