How to create Customers on Tradify Mobile from Invoice

Permissions (58).png

Instructions

From a new Invoice/Quote

  1. Start typing the customers name in the search box Customer to Invoice
  2. Select Add "customer name" as a new customer
  3. Fill in all required fields or select Choose from contacts to chose a customer from your mobile phone contacts
  4. Click Save

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.