Back to Help Center

Managing Clients

Create and organize your customer database

Why Use Client Profiles?
Save time by storing client information for reuse

Client profiles let you:

  • Save client details once, use them forever
  • Auto-fill invoice and quote forms
  • Track which clients you work with most
  • Keep consistent contact information
Adding a New Client
  1. Navigate to Clients

    Click Clients in the sidebar

  2. Click "Add Client"

    Look for the Add Client button

  3. Fill in Client Details
    • Company Name (required)
    • Contact Person
    • Email Address
    • Phone Number
    • Company/Physical Address
    • ABN (Australian Business Number)
  4. Save

    Click Create Client to save the profile

Editing Client Information

To update a client's details:

  1. Go to Clients
  2. Click on the client you want to edit
  3. Update any information
  4. Click Save Changes
Using Clients in Invoices & Quotes

When creating an invoice or quote:

  1. Start creating a new invoice/quote
  2. In the client section, you'll see a dropdown or search field
  3. Select an existing client
  4. All their information auto-fills instantly! 🎉

This saves you from typing the same information repeatedly.

Best Practices

✓ Add Clients Before Invoicing

Create client profiles before you need them to streamline your workflow

✓ Keep Information Updated

Update client details when they change email, phone, or address

✓ Include ABN When Possible

For Australian businesses, including the ABN helps with tax records

Quick Actions