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