Save your clients once, bill them in seconds
Stop retyping the same names, addresses, and emails on every invoice. Platybooks lets you save each client once and reuse their details to create accurate invoices and quotes in a couple of clicks.
What client management does
Platybooks gives every client a single, reusable record. You store their business name, contact email, and billing address once, then pull them into any document with a quick search.
Every client lives in a searchable table, so you can find anyone by name as your list grows. Need to update an email or address? Change it in one place and it's ready for your next invoice or quote. Your client list is private to your organization and isolated from every other account, so your contacts stay yours alone.
- One reusable record per client: name, email, and billing address
- A searchable client table that scales as you add more contacts
- Edit details once and reuse them on the next document
- Private to your organization, never shared across accounts
How it works
Add a client from the Clients page using a short, validated form, or create one on the fly while you build a document. Either way, the details are saved for next time.
When you start a new invoice or quote, the client picker lets you search your saved contacts and drop the right one in instantly. Their name, address, and email populate the document and the PDF preview, so the header is correct before you even reach the line items. No copy-paste, no second-guessing the spelling.
- Add clients from the Clients page or directly inside the editor
- Search and select with the built-in client picker
- Saved details auto-fill the invoice, quote, and PDF preview
- Validated fields help catch typos before they reach a client
Why it matters
Manual data entry is where billing goes wrong. A mistyped email means an invoice never lands; a wrong address can stall a payment. Saving clients once removes that risk and gives every document a consistent, professional header.
It also saves real time. Once a client is on file, creating their next invoice or quote takes seconds instead of minutes. That speed compounds across a busy month and pairs neatly with the rest of Platybooks: hosted payment links, automatic status updates when clients pay, and a dashboard that shows what's outstanding and overdue.
Who it's for
Client management is built for freelancers and small businesses who invoice the same people again and again and want billing to be fast and accurate rather than a chore.
It's included on every plan, including Free forever with no credit card. The Free plan covers up to 3 clients, which is enough to try Platybooks end to end. When your book of business grows, the Starter plan ($12/month) lifts you to unlimited clients and unlimited documents, plus payment links and your logo on PDFs. Pro and Business add automation, reminders, and higher email limits on top.
Frequently asked questions
How many clients can I save?
The Free plan stores up to 3 clients, which is plenty to try Platybooks from quote to paid invoice. Starter, Pro, and Business all include unlimited clients, so you never have to delete an old contact to add a new one.
Do saved client details appear on the invoice and PDF automatically?
Yes. When you pick a saved client, their name, billing address, and email fill in the document and show up in the live PDF preview, so the header is correct before you add a single line item.
Can other people see my client list?
No. Platybooks is multi-tenant, so your clients are isolated to your own organization. If you invite teammates with owner, admin, or member roles, they share your organization's client list, but no one outside it can see your contacts.
Get paid faster with Platybooks
Create your free workspace and send a professional invoice in minutes. No credit card.
Start freeRelated features
- Send professional invoices in minutes, not spreadsheets
- Send quotes that turn into paid invoices
- Get paid faster with online payment links
- Get paid on time without chasing