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Managing Clients
Managing Clients
Managing Clients
1 min read
Updated Dec 31, 2025

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.

Importing Clients

You can import clients via CSV upload or sync from FreshBooks integration.