Viewing Client Details
Access and review all information stored for a client
To view a client's details:
- Navigate to the Clients page from the sidebar
- Click on the client name or row to open their profile
- Review contact information, billing details, and related invoices
Editing Client Information
Update contact details, addresses, and billing information
You can update the following information:
Name & Contact Person
Business name and primary contact
Email Address
Primary email for invoices and quotes
Phone Number
Contact phone number
Address
Street, city, state, and postal code
Business Details
Tax ID, company registration, etc.
Deleting Clients
Remove client profiles when no longer needed
When you delete a client:
- The client profile is permanently removed
- All associated invoices and quotes remain accessible
- Historical payment records are preserved
- This action cannot be undone
Important
Before deleting a client, ensure all outstanding invoices are settled.
Client History
Track all transactions and interactions
On the client detail page, you can view:
- All invoices sent to this client
- Quotes created for this client
- Payment history and status
- Total revenue from this client