Building Your Client Database
Every time you work with someone new, add them to BGinvo. Include their:
Bulk Import
Have a bunch of clients to add? Don't type them one by one. Import your existing client list from a CSV or XML file and get set up in seconds.
Seeing the Full Picture
Click on any client to see their complete history with you:
This bird's-eye view helps you understand which clients are your most valuable-and which ones might need a follow-up about that overdue payment.
Keeping Information Current
People change jobs, companies move offices, payment details get updated. When that happens, just edit the client profile. All future invoices will automatically use the updated information.
Faster Invoicing
Here's the real payoff: once a client is in your system, creating their next invoice takes seconds. No re-entering addresses, no looking up tax IDs, no copy-pasting from old emails. Just select the client, add your line items, and send.
The more clients you add, the more time you save on every single invoice.
Quick Invoice Creation
Need to create an invoice for a client right away?
Simply click the + (Create Invoice) icon next to any client in your client list. BGinvo will instantly take you to the invoice creation page with that client's information already filled in.
No searching. No manual client selection. Just click, add your line items, and send.