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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.

Paul Dexter avatar Christa Moody avatar Jessie Grimmer avatar
7 articles in this collection
Written by Paul Dexter, Christa Moody, and Jessie Grimmer

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.
Christa Moody avatar
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.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

How to Bulk Upload Clients

How to import a list of clients from a spreadsheet
Jessie Grimmer avatar
Written by Jessie Grimmer
Updated over a week ago

Setting a Client Currency

How to assign a default currency to a client
Christa Moody avatar
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.
Paul Dexter avatar
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.
Paul Dexter avatar
Written by Paul Dexter
Updated over a week ago

Deleting a Client

How to delete a client
Christa Moody avatar
Written by Christa Moody
Updated over a week ago