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:
Filling out the creation form: Enter basic information.
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:
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:
Click on the Payment widget located under the Identity widget.
Fill in the required details in the payment screen.
3. Manage contacts
To add or modify client contacts:
Click on See All in Contacts widget.
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:
From the client list: