Clients screen

The Clients screen allows you to create, read, update, and delete (CRUD) client data. You can also filter, import, and export clients via XLSX.

This screen follows the shared Common Screen Patterns for editing, filtering, sorting, and import/export. Only what's unique to Clients is covered below.

Adding a Client

Click the Add button at the bottom to open a modal where you can:

• Enter client information
• When selecting a client from an invoice or quote, use the Add action in the client selector to create a client without leaving the document form. Enter a name and, optionally, a phone number. The new client is selected automatically after it is created.

Editing / deleting a Client

Each client item also shows the number of invoices and quotes created with it (quotes count is hidden if the layout is disabled in settings).

Filters

Sorting

Import & Export