Manage clients

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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.

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