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Manage Clients

There’s a new section for managing your clients and contacts.

Go to Manage > Clients, and you’ll find all your clients listed out in alphabetical order. Next to each client name you’ll see two links – “Edit” and “Add contact”.

Edit – edit the client’s name and contact info.

Add contact – add a client contact (you can add however many as you’d like). When creating an invoice for the client, you’ll be able to choose from these contacts to send the invoice to.

The Manage Clients section also serves as a light, easy-to-use address book, and with that in mind, we display email and phone numbers for each client contact for quick access.

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This was posted in New Features, Product News.