How to manage clients

Keeping client records complete makes invoicing faster and reduces mistakes in legal and contact data.

Open the clients area

1. Select Clients in the left navigation.
2. Use the search field to find an existing client by name or tax identifier.
3. Select New client to create a fresh record.
4. Review the cards or table to confirm email, tax, and city data before invoicing.

When to update a client

1. When a customer changes legal name or billing details.
2. When you need to add missing contact data before sending an invoice.
3. When you want to keep your client list clean and easy to search.