On desktop? Click HERE for the desktop help article.

Adding client information using the mobile app is easy.

To add a new client

1) Open the mobile app and log in

2) Tap More

3) Tap Clients

4) Tap the blue plus sign

5) Select the client type an individual or a company.
   
    Depending on the type of client you select, the rest of client
    information fields change automatically.

    For individual clients, complete the following fields:

  • Name - Type in the name of individual you will send your quote/invoice to.
  • Company Name - Type in the business name if applicable.
  • Client colour - Assign a colour code to your clients.
  • Email - Type in an email for the individual client. This email is used by default for invoices and quotes.
  • Phone - Type in a contact number for the client.
  • Currency - Select the currency you will use to bill/invoice the client in.
  • Address - Type in a mailing address for the client. This address is displayed on your invoices and quotes.
  • Invoicing prefix - Type in a unique prefix for your invoices. This prefix is displayed on your invoices. For example, for Client A, you could use the prefix CLA.*

    For company clients, complete the following fields:

  • Company Name - Type in the client company name. This name is displayed on your invoices and quotes.
  • Client colour - Assign a colour code to your clients.
  • Currency - Select the currency you will use to bill/invoice the client in.
  • Address -Type in a mailing address for the client. This address is displayed on your invoices and quotes.
  • Invoicing prefix - Type in a unique prefix for your invoices. This prefix is displayed on your invoices. For example, for Client A, you could use a prefix CLA.*
  • Contacts - Select or add a new contact for a company client. By default, all your invoices and quotes will be addressed to this contact at the company. You can add multiple contacts for a company client.

Note: The Invoicing prefix field is only available when the numbering system is set to
          Add client prefix
. For more information about setting up client prefixes for
          invoices tap HERE.

6) Tap Save

You can also create a new client as part of the process of sending them an invoice or quote for the first time:

When sending a quote, on the part to choose a client, tap + New client to add a new client.

When sending an invoice, on the part to choose a client, tap + New client to add a new client.

Then follow steps 5 and 6 to complete adding a client.

Notes:

  • To edit client information, tap on the client name and follow steps 5 and 6 to complete editing the client information.
  • For more information about sending a quote, tap HERE.
  • For more information about sending an invoice, tap HERE.

Have you seen Rounded on desktop? Log in to www.rounded.com.au on your desktop browser to take a look!

Did this answer your question?