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