Clients

The Clients tab is your address book for managing business relationships. Store contact details, track transaction history, and configure client-specific settings for invoicing.

Shared with Quotes

The Clients section is shared between Quotes and Invoices. All client information, settings, and history are available in both modules.

Detailed documentation

For comprehensive documentation on the Clients page, including:

• Adding new clients
• Managing client details and contacts
• Merging duplicate clients
• Setting client-specific payment terms
• Viewing transaction history
• Client notes and internal information

See the Quotes > Clients documentation.

Quick reference

Common tasks

Client fields for invoicing

Key fields that affect invoices:

• Business Name: Appears on all invoices
• Email: Receives invoice emails
• Payment Terms: Overrides default terms for this client
• ABN: For their tax records (optional)
• Billing Address: Appears on invoices

Integration with Invoices

Client settings directly affect invoicing:

• Auto-populate: Client details fill automatically when creating invoices
• Payment terms: Client-specific terms pre-fill on new invoices
• Email delivery: Primary contact receives invoice emails
• Statements: Client grouping for account statements

Best practices

For invoicing

• Keep billing addresses current
• Verify email addresses before sending large invoices
• Set appropriate payment terms per client relationship
• Add purchase order requirements to client notes
• Record ABNs for business clients

Data hygiene

• Merge duplicates promptly
• Update contact details when they change
• Archive inactive clients
• Use consistent naming conventions

AU-specific notes

• ABN validation: Client ABNs checked for valid format
• Tax invoices: Client business names must be accurate for their records
• Payment terms: Align with AU commercial practices (typically Net 30)
• GST registration: Client GST status can be noted in description

See Quotes > Clients for detailed documentation.