Clients
Keep client records accurate and ready for invoicing.
Clients
9 articles
How to manage clients
Use the clients area to review customer records, add new contacts, and keep billing details accurate.
How to create a client
Add a new customer record with legal, contact, and billing details before you start invoicing.
How to edit client details
Update a customer record when contact, billing, or tax information changes before your next invoice.
How to search and filter clients
Find client records by name or tax ID, switch between customers and suppliers, and filter by category.
How to archive or clean up clients
Keep your client list accurate by removing obsolete records you no longer bill and maintaining active customer data.
How to use client billing defaults
Set default currency and invoice discount on a client so new invoices start with the right billing assumptions.
How to handle client tax details
Store customer tax IDs, IRPF withholding flags, and public-sector DIR3 codes so issued invoices stay compliant.
How to review client tax ID fields
Verify country, tax ID type, and number on a client record before issuing invoices.
How to manage client categories
Create and assign category labels to organize customers and suppliers in the list.
Can't find what you're looking for?
Reach out and we will help your team get oriented inside the workspace.