Add and find customers
The customer list is inside Incomes. A customer receives documents from you; suppliers belong with expenses.
Choose the screen you use for SmartBill:
- Open Incomes → Clients.
- Search by name, email, or tax ID before adding a new customer.
- Choose Add client, fill in the details, and save.
- To update details, open the existing customer from the list.
- Tap Incomes in the bottom navigation and open the customer list.
- Use the search field to find a customer.
- To add one, open the actions menu and choose Add client.
- Enter the details and save.
Check the email address carefully before sending documents. If a customer is missing, make sure you are in the right business and clear the search.