Clients > Main details

Created by Alex C, Modified on Mon, 22 Dec, 2025 at 7:47 PM by Alex C

Add and manage for following details for each of your clients

  • Client name (Mandatory)
  • Status (Mandatory) 
    • Options available: Inactive, Active, In talks, VIP
  • Main email
  • Main phone
  • Website
  • Industry
  • Address
  • Registered company number
  • VAT no
  • Parent company
  • Payment terms (days)
    • This can be used when exporting client invoices at payroll
  • Management fee (%)
    • The can be used when creating a quote and exporting client invoices at payroll
  • Logo
  • Attachments

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