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How do I add a Client on the mobile app?
Adding a Client using the FreshBooks mobile app is really straightforward. Just follow these steps and you’ll have your Clients in your account in no time. The steps differ slightly for iOS and Android users, so choose which device you’re using below.
Navigation
iOS Devices
Android Devices
iOS Devices
To add a Client on your iOS device, follow these steps:
- Log in to your account. You can either click on Create new… at the bottom of the screen or click on the Clients section.
- If you click on Create new…, you’ll see the following. Just click on Client to be taken to the correct place:
- We’ll focus on the Clients section of the mobile app. Click on Clients from the home screen and you’ll be taken to a list of your Clients:
- Click on the + in the top right and two options will appear at the bottom of the screen: Import from Contacts and Create New. We’ll click on Create New for now:
- Now you’ll see the New Client screen. Enter your Client’s information (only an Email Address is required):
- Make sure you click Save in the top right once your Client’s information has been added!
Importing from Contacts
You’re able to import Clients from your device’s contact list by clicking on Import from Contacts from the Client section. This will show all of your contacts, and you can simply tap on the contact you wish to import into FreshBooks. Once you do that, their contact info will be imported into the New Client screen so you can make any adjustments, then click Save.
Android Devices
To add a Client on your Android device, follow these steps:
- Login to your account and click on the Clients section:
- You’ll be taken to a list of your Clients. Click on the + button in the top right, then New Client:
- From here, you’ll be taken to the New Client page, where you can enter your Client info:
- Clicking on More will give you some additional options:
- Remember to click Save once you’ve entered your new Client’s information!
Importing from Contacts
You’re able to import Clients from your device’s contact list by clicking on Import from Contacts from the Client section. This will show all of your contacts with an email address, and you can select the contact(s) you wish to import into FreshBooks. Once you do that, their contact info will be imported into your account.