Clientshow toFor admin · manager · team-member · Updated 2026-09-16
Editing Client Information
Update the company details or contact information stored on an existing client record.
clientseditupdatecontact detailsaddress
Because invoice and estimate contact details come from the client record, keep the company name, address and contacts up to date.
1Update a client record
- 1.Open Clients and find the client.
- 2.Open the client record.
- 3.Select Edit and change the details you need.
- 4.Save your changes.
Tip: Use the search box in the Clients list to find a client quickly by name.Result: Updated details flow through to future documents and reports.