Add and Edit Clients

How to add a client

1. Open Clients from the sidebar.
2. Click 'New client.'
3. Enter the company name, primary contact, email, and billing address.
4. Optional: set a default payment term (Net 15, Net 30, etc.) and a preferred currency.
5. Save.

Edit or archive a client

Open the client record and click 'Edit.' Changes flow through to future invoices only — historical documents stay as issued.