When you tap on the ‘add recipient name’ field and type in your client’s name, it automatically searches through the Companies House directory. Therefore, if your client generally is listed in there, they will come up as an option in the drop-down menu. Once you select them, their name and address will be automatically filled.
However, if your client’s company is not listed in the Companies House directory, then no search results will come up, so you will have to select 'Use your recipient's name' from the dropdown, and then fill out their name and address manually. Unfortunately, there is no option yet to save them as a contact.
However, if you have invoiced this client at least once before, then there is a simple method you can use in order to avoid having to retype their name and address: to duplicate a previous invoice which already has their address typed out.
In order to do this:
- Tap on the invoice (whether it's listed in the ‘To Do’ or ‘Done’ tab on the home screen). Then tap on ‘More’ in the bottom right-hand corner and select the ‘Duplicate’ option.
- You can then amend any necessary details before hitting ‘Send’.
With this method, you can avoid retyping the entire invoice, as it carries across all the details apart from the send date and invoice reference number (which you also have the option to amend accordingly). Please note: you cannot re-use a previous invoice reference number from a previous invoice, unless you delete the invoice containing that particular reference number from the app, first. This is because no two invoices can co-exist on the app with the exact same reference number.
Unlike the recipient name & address field, the 'recipient’s email' field is a little less tricky. You can avoid retyping your client’s email address out, by tapping on the circular button with the ‘+’ sign which appears to the right-hand side when you tap in the email address field. This is basically a search function that allows you to add an email address from your phone’s contact address book.