Adding and Managing Clients

Store client information once and reuse it across invoices, estimates, and reports.

Adding a New Client

1. Go to Clients → Add New Client
2. Enter required information:
   • Client Name: Individual or company name
   • Email Address: Where invoices will be sent
   • Billing Address: For professional invoices
3. Add optional details:
   • Phone number
   • Tax ID or VAT number
   • Internal notes (only visible to you)
4. Click Save Client

Editing Client Information

1. Go to Clients and find the client
2. Click the client name to open their details
3. Click Edit to make changes
4. Save your changes

Updated information applies to future invoices only. Existing invoices keep the original details.

Viewing Client History

Click a client's name to see:

• All invoices sent to this client
• Total amount invoiced
• Outstanding balance
• Payment history

Pro Tip: Add clients as you invoice them – the client database grows automatically as you send invoices to new contacts.