Typing the same client address and the same service on every invoice takes time. Save them once and Zetrr Invoice fills them in for you.
Save a client#
- In Zetrr Invoice, go to Clients and click Add Client.
- Enter the Client Name. It's the only required field.
- Add the Email, Phone, Contact Person and Address, including Country, State / Province / Region and PIN code / ZIP code.
- Add the client's GSTIN if they're GST registered.
- Click Add Client.
You can also save a client while you write an invoice. Type the new client's details under Bill To and click Save as client. If a client with the same name already exists, Zetrr reuses it instead of making a duplicate.
The client's state matters for GST: it decides between CGST + SGST and IGST. See How GST works on your invoices.
Use a saved client#
On an invoice, start typing in Bill To. Zetrr searches your saved clients by name, contact person, email and phone, and shows matches as you type. Pick one to fill in their details.
Edit, archive and restore clients#
The Clients page shows Total Clients, Active Clients, This Month Added and Total Billed. For each client you see their Invoices, Total Billed, Outstanding amount and Last Invoice.
- Click Edit to change a client's details, then Update Client.
- Click Archive to hide a client you no longer work with. Archived clients don't appear in Bill To.
- Open the Archived view and click Unarchive to bring one back.
Save a service#
- Go to Saved Items and click Add Item.
- Enter a Description, for example YouTube Video Integration.
- Set the Rate (Rs) and Quantity.
- Add a Unit (video, hour or project) and an HSN/SAC Code if you use one.
- Click Add Item.
To save a line from an invoice instead, click the bookmark button on that line (Save to Saved Items).
Use a saved service#
On an invoice, start typing a line item's description. Matching saved items appear. Pick one and Zetrr fills in the description, quantity, rate, unit and HSN/SAC code. You can still change the numbers on that invoice.