Adding and Managing Clients

Managing Your Client Database

Your client database is the foundation of your invoicing. Keep it organized and up-to-date for efficient billing.

Adding a New Client

1. Go to Clients
2. Click Create Client
3. Enter client details:
   • Company Name - Business or individual name
   • Email - Primary contact email
   • Phone - Contact number
   • Website - Client's website (optional)
4. Add billing address
5. Set any client-specific preferences
6. Save the client

Client Information

Essential details to maintain:

• Contact Information - Email, phone, address
• Billing Address - Where invoices are sent
• Tax Number - Client's VAT/tax ID if applicable
• Currency - Preferred billing currency
• Payment Terms - Custom terms for this client

Client Overview

Each client profile shows:

• Total revenue from this client
• Outstanding invoice balance
• Invoice history
• Recent activity
• Contact persons

Organizing Clients

Keep your client list manageable:

• Use search to find clients quickly
• Filter by status or activity
• Archive inactive clients

Editing Client Details

1. Open the client profile
2. Click Edit
3. Update the information
4. Save changes

Archiving Clients

For clients you no longer work with:

• Archived clients don't appear in dropdowns
• Their invoices and history are preserved
• You can unarchive them anytime