App Walkthrough Part One: Company Clients

Invoice & Estimate with Alto is a powerful tool that helps entrepreneurs manage the invoicing process. It addresses the challenges that today’s users face by ensuring a secure and efficient exchange of documents with your business partners and clients.

Alto e-invoicing is user-friendly and combines many useful features with advanced functionality. In this series, we walk through the app and explain it.

Company Clients

Alto Tab One - Company Clients

If your business deals with multiple contacts within the same company, you need a flexible system for organizing them. Alto lets you to assign your contacts to individual or company accounts, while still being able to personalize their details.

Add a Client

To add a client, tap the Plus Icon at top right of the screen.

The New Client popup lets you add all important information about your client.

Alto Tab One - Add New Clients

At top, choose whether this client is a company (identified by a Company Name) or a freelancer (an individual identified by First Name and Last Name).

If you already have their information in your device’s Contacts app, you can tap the Add from Contacts button to import their data.

Otherwise, enter their information in the text fields. Add a photo or logo by tapping the large grey Add Photo button, and choosing an image from your device’s Photo library.

Client Details

Alto Tab One - Client Details

The Client Detail lists the projects, invoices, estimates, hours, expenses, and contacts you have for a particular client.

Clicking the email icon opens a popup window for writing a new message. Clicking the phone icon allows you to call them directly.

Invoice & Estimate with Alto was built for Freelancers, Consultants and Small Businesses, by a creative team of Freelancers and Small Business makers.

Create your free account today and discover why 30,000+ Freelancers and Small Business Owners love Invoice & Estimate with Alto.