If you have an existing client and want to edit their details, head to the clients page when logged in and click on the client’s name to open the client editing screen. You can edit the client name, status, billing rate type, rate, invoice terms, billing date, and invoice email address. Premium members can also add additional email addresses and turn on or off automatic invoices. Update when the invoices send using the automatic invoice settings and profile timezone from the profile page.
You can also add notes about the client or relationship, which are private and only visible to you.
