Clients

The Clients tab has all the details regarding the client. The table shown below is divided into two categories: Business Name and Accounts Payable. The Business Name includes details such as the Name, Contact, Address, Phone and Email. The Accounts Payable includes Contact, Email, Phone and Invoice Emails. The tables have different filters to provide better search options and a particular client could also be searched with ease.

Edit Client

To edit the client details, click on that particular client and a modal will open up to allow different changes to be made.

Click on ‘Save’ to update the client details.