Update a client's details, view their invoices and expenses, or create a statement.
Mobile app
Go to the Clients section
Tap the client you want to update
You'll land on the Overview tab - here you can see the client's invoices and expenses, or create a statement
Tap Edit to update any client details
Make your changes and tap Save
Website
Go to Clients in the main menu
Click on the client you want to update
You'll land on the Overview tab - here you can see the client's invoices and expenses, or create a statement
Click Client details to view or edit their information
Make your changes and click Save
Note: Editing a client does not update their details on existing invoices. To update client details on a specific invoice, follow these steps.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.