Complete Billing Software

Adding/Editing a Client

Table of Contents  > Managing Clients > Adding/Editing a Client

Adding and editing a client are very similar functions, and are both performed on the Client Details Tab. To add a client, click on the Client Details Tab. You will notice all the fields are blank, and the button at the bottom right of the form says Add New Client. To edit a client, find the appropriate client. If you do not see the client in the Client Details Tab, you can use the Filtering/Searching/Sorting feature to locate the client. Click the Edit link near the beginning of the row.

Clicking on the Edit link jumps you to the Client Details Tab. When you are finished making changes, click the Save Changes button. For a detailed explanation of each field, jump to this topic: Client Detail Page: Explanation of Fields.