Managing a Client's Contacts

At invoicely, each of your clients can be assigned individual contacts, which are most often used to deliver invoices or estimates to multiple representatives of client organizations.

In order to add a contact for one of your clients, please navigate to Clients, choose a client and click the righthand "Edit" button. On the following page, choose "Manage Contacts" from the top right Actions menu.

You will then be redirected to a list of all available contacts for this client. In order to add a new one, click the top right "New Contact" button, enter all required details and don't forget to hit "Save".

Need more help? Watch the below video from our colleague Christian explaining on how to add contacts to your clients: 


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