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Client management

Updated this week

Question

Answer

How do I manage my client details?

You can edit/delete clients by:

  • Selecting the ‘Invoice’ tab

  • Select ‘Manage clients’

  • All clients details will be displayed

  • Select a client from this list, you will then be able to view that client’s details

  • Once selected you will be presented with the options to edit or delete

When I edit details will this change my current and previous invoices?

Edits will only be applied to draft invoices and quotes.

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