Client Directory
Save and manage your recurring clients for faster invoice creation. Pro feature.
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What is the Client Directory?
The Client Directory is a Pro feature that lets you save your recurring clients' details (company name, address, country, tax ID, VAT ID, contact information). When creating a new invoice, you can select a saved client to auto-fill all client fields instantly.
This is especially useful if you invoice the same clients regularly, as it eliminates repetitive data entry and reduces the risk of typos.
Adding a client
Navigate to the Clients page from the sidebar and click "Add Client". Fill in the client's company name (required), address, ZIP code, city, country, tax ID, VAT ID, email, and phone number.
Click "Save" to add the client to your directory. You can add as many clients as you need.
Using saved clients on invoices
When creating an invoice, Pro users see a client selector above the client details section. Select a saved client from the dropdown, and all client fields are filled automatically.
You can still edit the auto-filled details for a specific invoice without changing the saved client record.
Editing and deleting clients
To edit a client, click the edit button next to their name in the Client Directory. Update the details and save. Changes apply to future invoices only -- existing saved invoices are not affected.
To delete a client, click the delete button and confirm. This removes the client from your directory but does not affect any invoices already created for that client.