How to Manage Clients - Client Management Guide

Overview

Client management allows you to store client information in one place, making it easy to create invoices quickly. Instead of entering client details manually each time, you can select from your saved clients list.

You can add, edit, and delete clients as needed. The number of clients you can save depends on your subscription tier, with free accounts allowing one client and paid plans offering more.

Key Features

Add Clients

Add new clients with their name, email, and address. You can also add a nickname for easier identification.

Edit Clients

Update client information anytime. Changes are saved immediately and will be reflected in future invoices.

Delete Clients

Remove clients you no longer work with. Deleting a client does not affect existing invoices.

Quick Access

Select saved clients when creating invoices for faster workflow. No need to re-enter information.

How It Works

Adding a New Client

Navigate to the "Manage Clients" section from your dashboard. Click "Add New Client" and enter the client's name, email address, and billing address. You can optionally add a nickname to help identify clients quickly. Click save to add the client to your list.

Using Saved Clients

When creating a new invoice, you'll see a dropdown list of your saved clients. Simply select the client you want to invoice, and their information will automatically populate in the invoice form. This saves time and reduces errors.

Managing Your Client List

You can view all your clients in one place, edit their information, or delete clients you no longer need. The client limit depends on your subscription tier, so consider upgrading if you need to manage more clients.

Benefits

Save time by avoiding repetitive data entry
Reduce errors with consistent client information
Maintain organized records of all your clients
Quick access to client details when creating invoices

Managing Clients