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  • Getting started
    • How do I set up my business?
    • How do I add my logo and colours?
    • How do I add my bank details?
  • Quotes
    • How do I send a quote and get it accepted?
    • How do I send from my own email?
    • How do I ask for a deposit?
    • How do I turn a quote into an invoice?
    • How do I change a quote or invoice I’ve sent?
    • How do I find a supplier’s price?
  • Invoices
    • How do I send an invoice?
    • How do I leave GST off one quote or invoice?
    • How do I give a refund or credit note?
    • How do I void an invoice?
    • How do I add photos and a job report?
  • Getting paid
    • How do I get paid by card?
    • How long does card money take to reach my bank?
    • How do I take payment on the spot?
    • How do I take a card with Tap to Pay?
    • How do clients pay by PayID or bank transfer?
    • How do I mark an invoice paid?
    • What do I do when a client sends proof of payment?
    • How do I match my bank statement?
  • Clients
    • How do I add a client?
    • How do I archive or delete a client?
  • Your plan
    • What do I get with Pro?
    • How do I upgrade to Pro?
    • How do I cancel Pro?
    • How do I get Pro back on a new phone?
  • Your team
    • How do I add my team?
  • Your account
    • How do I sign in?
    • How do I change my email or password?
    • How do I download my invoices and clients?
    • How do I delete my account?
    • What emails do my clients and I get?
Help›Clients

Clients

Add clients, find them, archive or delete them.

  • How do I add a client?Add them on Clients: their name, and their mobile or email. With their mobile you can send by text; with their email, by email.
  • How do I archive or delete a client?Archive a client to hide them; their quotes and invoices stay. Delete only a client with nothing that has to stay on your records.

Still stuck?

Email support@thetechcompanygroup.com and we’ll help, or see Support.

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