Clients Overview

Updated on February 19, 2026

Managing your clients is very easy and intuitive. The place to start is the Client List Page.

You access this page via the main menu:

:: Main Menu > Customers > Clients
Managing your clients is very easy and intuitive. The place to start is the Client List Page. You access this page via the main menu: :: Main Menu > Customers > Clients

In Clients Overview

Create, Edit & Delete Client Accounts
Client Management
Custom Fields
Client Settings
Importing Clients

Next

Projects Overview
Invoices
Expenses
Email Settings
Accepting Payments
Tickets & Knowledge Base

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