Managing Clients

Clients are the people or businesses you create invoices for. Each invoice, estimate, and recurring schedule is tied to a client.

Adding a client

Go to Clients and click New client.

Fill in your client's details:

• Name (required) — the person's name or their business name
• Email (required) — where invoices and estimates will be sent
• Company — if different from the name field (e.g., the person's name is Jane Smith, company is Acme Corp)
• Address — appears on invoice PDFs and is useful for formal billing

Click Save. The client is now available to select when creating invoices.

How client info appears on invoices

Your client's name, company, and address appear in the "Bill to" section at the top of every invoice and estimate. If you update a client's details, existing invoices are not changed — only new invoices pick up the updated information.

Editing a client

Open the client from the Clients list and click Edit. Update any of their details and save.

Deleting a client

Open the client and click Delete. Clients who have existing invoices, estimates, or recurring schedules cannot be deleted. Archive or void those records first, or keep the client in your account for reference.