Editing client details

Click a client on the Clients page to open their page. The list itself shows each client's number of payments, last payment, and Total received.

At the top of the client page are three figures:

• Lifetime received: all payments linked to this client, not counting deleted payments
• Outstanding: the unpaid balance on this client's open invoices
• Completed jobs: how many jobs you've completed for them

Below that are their Upcoming jobs, Packages, Contracts, and an Activity timeline of jobs, payments, invoices, quotes, and booking requests. The side panel shows Contact details, Notes, Open invoices, and recent Quotes.

Card payments through Stripe aren't linked to clients, so they aren't included in Lifetime received.

1. Go to Clients and click the client
2. Click Edit at the top of the page, or next to Contact
3. Make your changes and click Save changes

Changes take effect right away. A new name shows everywhere the client appears, including on payments linked to them.

• Name (required)
• Email: needed to send this client invoices and other emails. Two clients can't share an email address
• Billing: either invoice each job, or one monthly invoice, drafted on the 1st. Changes apply to newly scheduled jobs; jobs that are already scheduled keep their current billing
• Notes: anything you want to remember about this client
• Industry fields: extra details your industry uses, when it has any
• Tax settings: a Tax province that overrides your default tax rate for this client, or a custom tax label and rate. This section only appears once you've added a GST/HST number to your business settings

If the same person shows up as two clients, merge them:

1. On the Clients page, click Merge duplicates. Or, if Biller has spotted possible duplicates, click Resolve on the notice
2. Select the clients to merge
3. Choose which client to keep and click Merge

The payments and invoices of the other clients move to the one you keep, and their notes are added to its notes. The other clients are then deleted.

A Delete client button appears on the client page only when the client has no payments. A client with payment history can't be deleted, but you can merge them into another client.