HOW TO

Setup and Use Your Porter App efficiently

Clients and Company Details

Adding Clients

Clients are individuals or organizations, to whom you send invoices through Your Porter App. If you ask the commission for your services at the end of each month, you can create clients with their billing address to create invoices from Menu > Income Reports > Clients. If you are handling the payouts by yourself or collect the whole payment and then send a share to your clients, you may ignore this process.

Adding a New Client

Adding Company Details

You can edit your company’s billing details from Menu > Income Reports > Company Details. You can also upload your company logo from here which will be shown on the invoice you created. This billing info shows up in your invoices and payout overviews.

Adding Company Details

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