Creating and Editing Clients

Note: Clients and client contacts are available under the Invoices tab. If you need to edit contacts (previously Payees) for your transactions, click on the Manage tab and then select the Contacts tab.

If you need to create a new client or edit an existing one, or edit an existing client's contacts, start by clicking on the Clients tab under the Invoices header.

 

 

You can also create and edit clients from the Clients tab. Here, click ‘Add Client,’ or select a client to edit. On the an individual client's page you can edit Client info, and add, edit, or delete existing contacts.

 

 

On the Edit Client page, you can change the company information for the client and contacts, and select a Primary contact for the client.

 

 

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