Clients
The Clients section lets you manage your customer database with contact details and billing information.
What you can do
- Add a client - Click "New Client" and fill in company name, email, VAT number, and address
- Edit a client - Click on any client row to open the edit form
- Delete a client - Use the delete action from the row's actions menu
- Search and filter - Use the search bar to find clients by name or email
Key fields
| Field | Description |
|---|---|
| Company Name | The client's business name (required) |
| VAT Number | Tax identification number |
| Primary email contact | |
| Phone | Phone number |
| Address | Full billing address (street, city, country) |
Related sections
Clients are linked across the platform:
- Offers - Create quotes for a client
- Projects - Track projects associated with a client
- Invoices - Generate invoices billed to a client
- Customer Orders - Manage orders from a client
- Recurring Fees - Set up subscriptions for a client
tip
Clients are shared across the whole workspace. The company selector in the sidebar does not filter the client list — every billing entity sees the same client database.