Managing Clients

Keep track of your clients and their contact details so you can create receipts quickly.

Viewing Your Clients

To see your client list, tap Clients in the navigation menu (on mobile, it's in the bottom dock; on desktop, it's in the sidebar).

Your clients are displayed in a list, sorted alphabetically by name. Each client card shows:

  • Their initials (as an avatar)
  • Their name
  • Their email address (if provided)

Searching for a client

If you have lots of clients, use the search bar at the top of the screen. Just start typing a name and the list will filter as you type.

Adding a New Client

  1. Tap the "Add Client" button

    On the Clients screen, tap the + Add Client button at the top.

  2. Enter their details

    Fill in the client form:

    • Name (required) - The client's full name
    • Email (optional) - Used when emailing receipts
    • Phone (optional) - For your reference
    • Notes (optional) - Any notes about this client

  3. Tap "Save"

    The client will be added to your list and will be available when creating receipts.

Tip

Adding an email address is optional but recommended. It lets you email receipts directly to the client with one tap.

Editing a Client

To update a client's details:

  1. Find the client

    Go to the Clients screen and find the client you want to edit. Use search if needed.

  2. Tap on the client

    Tap anywhere on the client's row to open their details, or tap the edit icon (pencil).

  3. Make your changes

    Update any fields you need to change.

  4. Tap "Save"

    Your changes will be saved. Any future receipts will use the updated details.

Note

Editing a client doesn't change receipts you've already created. Those receipts keep the client details as they were at the time.

Deleting a Client

If you no longer need a client in your list, you can delete them:

  1. Find the client

    Go to the Clients screen and locate the client you want to remove.

  2. Tap the delete icon

    Tap the trash icon next to the client's name.

  3. Confirm deletion

    A confirmation dialog will appear. Tap "Delete" to confirm.

Important

If the client has existing receipts, those receipts will not be deleted - they're kept for your records. Only the client's entry in your client list is removed.

Quick Add During Receipt Creation

You don't need to add clients ahead of time. When creating a receipt, you can add a new client on the fly:

  1. Start creating a receipt

    Tap the + New Receipt button.

  2. In the client dropdown, tap "Add new client"

    Instead of selecting an existing client, tap the "Add new client" option at the bottom of the dropdown.

  3. Enter their details

    A quick form appears. Enter the client's name (required), email, and phone.

  4. Continue with the receipt

    The new client is saved and automatically selected. Carry on creating your receipt as normal.

Tip

The quick add form is great for new clients, but if you need to add notes or more details, you can edit them later from the Clients screen.