How do I add a client?

On your phone, tap the contacts icon in the Name box to pick them from your phone’s contacts, or type a name to see matches. A contact’s photo shows beside your client, on your phone only: it’s never uploaded. On an iPhone where you shared only some contacts, Share more contacts under the matches lets you choose more.

Already a client? As you type, anyone on your list with the same mobile or email, or a similar name, shows under Already a client?, to open instead. A different person? Carry on and save.

Billing a business, like a real estate agency? Type the business’s name in Name, then Add a contact person under it for the person you deal with there. Your quotes and invoices say Attn: and their name, and your emails and messages start with Hi and their first name. Put the email the business wants them sent to in Email: theirs, or its accounts team’s.