/
Manage clients

Manage clients

Back to the main guide

 

Viewing Clients

To view clients, click on Clients in the main menu. You can use the search filter to view a client with a given name or email.

Creating - Editing Clients

To create a client, use the new client button on top of the list of clients and select Local to enter client information manually.

 

To edit an client, find the action column in the client list and click on edit icon

Client editor has the following sections

  • Client info

    • Name

    • Company

    • Email

    • Phone

  • Billing Address

    • Street Address

    • City

    • Zip code

    • Country

Deleting Clients

To delete a client, find the action column in the client list and click on delete icon.

Deleting a client does not delete the history of his invoices.

 

Related content

Roles and permissions
Roles and permissions
Read with this
Integration
Integration
Read with this
Taxes
Read with this
Wize tracking
Wize tracking
Read with this
Get started
Get started
Read with this
Reporting
Reporting
Read with this