Editing client details

Each client record has the following editable fields:

• Name -- the display name for the client. Changing this updates how the client appears everywhere in Biller, including past income entries linked to them.
• Email -- the client's email address. This is captured automatically from e-Transfer Reply-To headers when available, but you can add or change it at any time.
• Notes -- a free-text field for your own reference. Use it for business details, preferred contact info, project context, or anything else you want to remember about this client.

To edit a client's details:

1. Navigate to Clients from the main navigation
2. Click the client you want to update -- this opens their detail page
3. Click the Edit button
4. Make your changes and click Save

Changes take effect immediately. If you update a client's name, all income entries associated with that client will display the new name.

The client detail page shows a complete payment history for that client. This includes:

• Total income -- the sum of all payments from this client (displayed per currency if they've paid in multiple currencies)
• Payment count -- the total number of income entries linked to this client
• Transaction list -- every individual payment, sorted by date, showing amount, currency, date, and source (e-Transfer or Manual)

This makes the client page a quick way to answer questions like "How much has Sarah paid me this year?" or "When was the last time I received a payment from this person?"