Clients can be managed in several ways in Invoice Simple, some of which are as follows:
- Add a client
- Open your Invoice Simple mobile app
- Click on the ‘plus sign’ in the lower-right corner to add a client
- The client's contact information can be entered manually or imported from your phone's contacts.
- Generate a statement
- Navigate to the Clients tab
- Choose the client
- Click on ‘Generate Statement’
- The statement can be customized by specifying a date range and whether to show all outstanding, or paid invoices.
- To send the statement, Press the blue ‘arrow’ icon and choose to send it by email or SMS.
- Monitor payments
- Invoice Simple allows you to track payments and send follow-up emails by organizing all of your client and invoice data.
