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Clients

Save and reuse client info

Saved clients are one of the biggest time-savers in InvoDraft. Enter a buyer, tenant, or customer once — their name, address, email, and tax ID auto-fill on every future document.

Starter plans include up to 5 saved clients; Pro and Business plans offer unlimited client records with multiple contacts per client.

Browse the guides below for adding, editing, and reusing client records across invoices and bills of sale.

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