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.

Is your client registered for VAT? Turn on VAT registered and add their VAT number: it goes on tax invoices over R5,000, so they can claim the VAT back.

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.