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Clients
Clients
How to create and manage your clients. Can't find an answer? Click the chat in the bottom right.
7 articles in this collection
Written by
Paul Dexter,
Christa Moody,
and
Brandon Clough
How to set a separate Project Site address and Billing Address
When your client's billing address and project address are different, here's how to handle it.
Written by
Christa Moody
Updated over a week ago
How to Edit Client Information
How to change a client's address, phone number, website, contacts, etc.
Written by
Christa Moody
Updated over a week ago
How to Bulk Upload Clients
How to import a list of clients from a spreadsheet
Written by
Brandon Clough
Updated over a week ago
Setting a Client Currency
How to assign a default currency to a client
Written by
Christa Moody
Updated over a week ago
How to add new clients
How to add new clients so that you can track them and create projects for them.
Written by
Paul Dexter
Updated over a week ago
How to add contacts to my clients
How to add multiple contacts into a client with their individual contact information.
Written by
Paul Dexter
Updated over a week ago
Deleting a Client
How to delete a client
Written by
Christa Moody
Updated over a week ago