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Edit a client
Updated over a year ago

Regularly updating client records is essential for efficient management of business documents, accurate tracking of outstanding balances, and seamless monitoring of transactions. It reduces errors, enhances billing processes, and strengthens client relationships.

This guide explains how to edit a client record and configure additional details to ensure it always reflects the latest information.

Create a client

Before editing a client file, it is important to understand how to create one. The process involves two key steps:

  1. Filling out the creation form: Enter basic information.

  2. Configuring advanced settings: Adjust payment preferences, contacts, and more.

For detailed information, refer to the complete guide on client creation.

Access a client file

To edit a client file, follow these steps:

  1. Go to the Clients menu.

  2. Select the desired client record from the list.

Once opened, the client file contains several key sections designed for optimal management:

Section

Description

Activity

Key indicators (revenue, payments received during the fiscal year), tasks for the client, recent documents, and graphical statistics.

Identity

Main client details: client type, contact information, and billing preferences.

Recent Documents

History of business documents (quotes, invoices, credit notes, etc.) associated with the client.

Payment

Payment preferences, banking details (IBAN, BIC, SEPA mandates), and recorded payments.

Reminders

History of reminders sent for overdue or unpaid documents.

Contacts

List of specific client contacts, with options to configure favorites for emails and automated reminders.

Edit a client file

1. Edit identity information

To update general client information:

  • Click on the Identity widget located at the top left.

  • An edit window will open.

  • Update contact details, accounting account, or add comments by following the same steps as in the client creation process.

2. Edit payment information

To adjust payment preferences, add an IBAN, or configure SEPA mandates:

  1. Click on the Payment widget located under the Identity widget.

  2. Fill in the required details in the payment screen.

3. Manage contacts

To add or modify client contacts:

  1. Click on See All in Contacts widget.

  2. Configure favorites or add specific contacts by following the instructions for creating and managing contacts.

Archive or Delete a client

  • Archive a client: Makes the record inactive while retaining its document history.

  • Delete a client: Only possible if no transaction or document is linked to the record.

From the client record:

  1. Click on the Identity widget.

  2. Select Archive.

From the client list:

  1. Go to the Clients menu.

  2. Use the available actions at the end of the row to select Archive or Delete.

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