Documentation | LittleBot Invoices

|

Adding Clients

There are two ways to adda client is right from the WordPress admin edit page for an Estimate or Invoice. On the admin page, just below the client select input you’ll find a link + Client.

unspecified-3

Simply click on this and the “Add Client” lightbox will pop up. A company name and email is all that is required here before saving but we recommend you fill in as much as you can as this will make your invoices and estimates more complete.

unspecified

After saving the client, close the lightbox and you’ll see that your client is already selected.

If you need to edit your client, you can do so by navigating to users profile. WP-Admin > Users > Edit Users

Scroll down until you find the “LittleBot Client Info” section. Edit and save.

unspecified-2