How to create Customers on Tradify Mobile from Invoice/Quote

Who can use this?

Platform: Mobile            Plan: Lite | Pro | Plus            Staff Permission: Invoicing

Topic

Understand how you can create Customers on the Tradify Mobile App

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

 

 

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