Documentation
Guides
Clients
Every estimate and invoice belongs to a client. Find them under Clients in the sidebar, newest first.
Add a client
- Open Clients and choose New client.
- Fill in the fields below.
- Choose Create client.
| Field | What it does |
|---|---|
| First name | Required. |
| Last name | Optional. |
| Required. Estimates, agreements and invoices are emailed here. | |
| Phone | Optional. |
| Billing name | A company or legal name to bill instead of the person's name. |
| Address, City, State, ZIP | Shown on invoices sent to this client. |
You can also add a client while writing an estimate or invoice: choose Add a client in the client picker.
Find and edit a client
Type in Search clients to filter the list. Choose a client to edit them, then Save changes. From a row's menu you can also Email or Call them.
Delete a client
Open the row's menu and choose Delete, then Delete client. Their estimates and invoices stay, with the client details they were sent with.