Adding and Managing Clients

Adding a New Client

Method 1: Manual Entry

1. Go to Clients > New Client
2. Fill in required fields:
   • Name: Client or company name
   • Email: For sending invoices
   • Phone: Contact number (optional)
3. Add address details:
   • Street address
   • City
   • State/County
   • Postal code
   • Country
4. Add business details:
   • Company name (if different)
   • Tax ID/VAT number
   • Website (optional)
5. Set preferences:
   • Payment terms (Net 15, Net 30, etc.)
   • Preferred payment method
   • CIS settings (if applicable)
   • Add notes (internal use)
6. Save client

Method 2: CSV Import

1. Go to Clients > Import Clients
2. Download template CSV
3. Fill in client data
4. Upload CSV file
5. Review and confirm import

Client Information Fields

Required Fields

• Name: Client or company name
• Email: For invoice delivery

Optional Fields

• Phone number
• Full address
• Company name
• Tax ID/VAT number
• Website
• Notes
• Payment preferences

Editing Clients

1. Go to Clients page
2. Click on the three dots on the row for the client you want to edit
3. Click Manage Client button
4. Update information
5. Save changes

Client Status

Active Clients

• Default status
• Can create invoices
• Appears in dropdowns
• Included in reports

Inactive Clients

• Archived but not deleted
• Hidden from dropdowns
• Invoices still accessible
• Can reactivate later

Organizing Clients

Search and Filter

• Search by name
• Filter by status
• Find quickly
• Sort alphabetically

Client Notes

• Internal notes
• Payment history
• Special instructions
• Relationship details

Best Practices

Client Information

• Keep details up to date
• Include full addresses
• Add tax IDs when needed
• Note payment preferences

Organization

• Use consistent naming
• Add clear notes
• Group similar clients
• Archive inactive ones

Payment Terms

• Set client-specific terms
• Match their preferences
• Default to your standard
• Adjust as needed

Well-organised clients make invoicing faster!