Save a client once, invoice them in seconds
Benefits
Client Management: what you get
One searchable client list
Every client you deal with in one place, with search by name so the right one is a few keystrokes away.
The details invoices actually need
Business name, contact person, billing email, phone and address. Only the name is required; add the rest when you have it.
Fills the invoice form
Choose a saved client in the invoice form and the Bill To block is completed without retyping.
The AI chat knows your clients
Say "invoice Acme for the March retainer" and the assistant uses the saved Acme details instead of asking for the address again.
Ready for email
When you send an invoice by email, pick the saved client and their billing address is used.
Step by step
Client Management: how it works
FAQ
Client Management: frequently asked questions
Is this a full CRM?
No. It is a focused client list for billing: the details that appear on an invoice and the address the invoice is emailed to.
Do I have to save a client before invoicing them?
No. You can type client details directly on any invoice. Saving them is what makes the next invoice faster.
Does the AI assistant use saved clients?
Yes. When you name a saved client in the chat, the assistant uses their stored details for the invoice.
Can I edit or remove a client?
Yes. Clients can be edited or deleted at any time from the client list.
Start your client list with Invooza
Create your free account, set up your business once, and send your first invoice today.
Explore
More from Invooza
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