Add and manage clients
Clients are the people and companies you invoice. Invoices, quotes and payments all link back to them.
Add a client
- Open Clients. Choose it from the menu and click Add client.
- Enter the details. Client name is required. Add an Email, Phone and Address if you have them.
- Set the status. Choose Lead for a prospect or Customer for someone you work with.
- Bill a company instead? Turn on Bill to company and fill in the Company name, Company email, Company phone and Company address. These appear on invoices in place of the personal details.
- Save.
Each client’s email must be unique within your business, so you cannot add two clients with the same email.
Find and review
- Use Search clients… to find someone by name, and the filters to narrow the list.
- Open a client’s summary to see their invoices and payments in one place.
Many clients at once
To add a whole list, use Import CSV. See Import clients from a CSV file.
Deleting
Owners and admins can delete a client. Staff cannot. Deleting a client does not delete their old invoices, which keep showing the client’s name. See I can’t delete or change settings.