Clients

Save the people you bill once, with their address and billing email, and pick them on any document.

A client holds the details you would otherwise type on every document. Save one once and pick it from the Client menu on any invoice or estimate.

Adding a client

On the Clients page, click New client. Or, on any document, type the Bill to address and click Save as client; the name is taken from the address (the bold line, or else the first line).

• Name: how you refer to them. It shows in your lists.
• Contact name and Billing email (optional): used when you email them a document, for the "To" address and the greeting. Separate several emails with commas. Neither prints on the PDF unless you put it in Bill to.
• Currency: leave it on your default, or set the currency you always bill them in.
• Bill to and Ship to: the addresses that print on the document. Wrap text in **two asterisks** to print it in bold.
• Private notes: for you only. Never printed.

Using a client

Pick the client on a document to fill in its Bill to and Ship to addresses. New invoice and New estimate beside a client on the Clients page start a document for them straight away, in their currency.

Changing a client later does not change documents you already made: each one keeps the address it was issued with.

Deleting clients

Delete one from its page, or tick several on the Clients page and delete them together. Their documents are kept.