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Managing Clients

A client is a person or organization who pays for the invoices. In this article, you will get an understanding of how to create, view, edit and delete clients.

List of Clients

To view a list of clients, just go to the Clients main menu tab. For every client in the list, you could see amount totals, amounts graph and number of invoices:

Viewing Clients

Clicking on the specific client in the list will open the client details page. That page has a list of invoices and invoice templates, plus amounts total for the selected client:

Creating or Editing Clients

  • To create a new client, just click the Create Client button in the list of clients
  • To edit the existing client, click the Edit button on a client page

Both create and edit client windows look like this:

Every client has the following fields that are displayed on all invoices of that client. That fields will also be visible on the invoices that you share with the client:

FieldDescription
Client NameThe name of the client.
Client DetailsIn this field, you can put client’s company address and other legal information, like bank details, VAT/taxpayer number etc.

Deleting Clients

To delete a client, just open the client’s edit window and click Delete Client.

Deleting a client will also delete all client’s invoices and invoice templates. This can not be undone.

Note