Managing Your Clients

Managing Your Clients

The Clients section is your contact book for everyone you invoice or send documents to.

Adding a Client

Clients are added automatically the first time you create an invoice or document for them. You can also add clients manually from the Clients section by clicking Add Client.

For each client, you can store:

• Name and company name
• Email address
• Phone number
• Billing address

Viewing Client History

Click on any client to see a full history of:

• All invoices (and their statuses)
• Documents sent for signature
• Total amount billed vs. collected

Editing Client Details

You can edit client info at any time from their profile page. Changes are reflected on future invoices but do not retroactively change the details on past invoices.