Managing Clients

Clients are the people and businesses you sell to. Keep all your client information organised in one place.

Adding a New Client

1. 1 Go to Contacts → Clients
2. 2 Click Add Client
3. 3 Fill in the client details
4. 4 Click Save

Client Information

Basic Details

• Name - Client or company name
• Email - Primary contact email
• Phone - Contact phone number
• Website - Client website URL

Billing Address

Used on invoices and other documents.