Add & Edit Client
Create a client record, keep it current, and remove it when the relationship ends.
Overview
A client record is what orders, invoices, and tickets attach to, so it’s worth filling in properly once. Company and tax details in particular save you editing every invoice later.
Step-by-Step Guide
- Open Clients and choose Add Client.
- Enter name, email, and phone.
- Add the address and, if they’re buying as a business, the company name and tax ID.
- Set the account status — Contact, Lead, or Client.
- Save. The client can now be picked when creating orders and invoices.
Fields on the Record
Name, email, phone
Basic contact details
Address
Used on invoices
Company & purchasing company
When the buyer is a business
Tax ID
Appears on issued invoices
Account status
Contact, Lead, Client, or custom
Client notes
Internal notes, never client-visible
Routes:
Permissions: create, edit, and delete are separate — a member can update a client without being able to remove one.
/clients/create and /clients/:id/editPermissions: create, edit, and delete are separate — a member can update a client without being able to remove one.
Common Issues
Created the same client twice? Don’t delete either record — merge them so their orders and invoices stay intact.