The client details page is where you can manage all the details, contacts and billing contracts for your clients. Navigate to the client details page by going to the list of clients and clicking on a client in the list. See below for a detailed description of each element of the client detail page.
1. Client Name
The client name is displayed in the top left.
2. Address
The client address is displayed beneath the client name.
3. Edit Button
To edit the client name, address and logo, click the “Edit” button.
4. Billing Contracts Tab
The billing contracts tab displays all the billing contracts attached to the client. For more detailed information on billing contracts, view the Billing Contracts article.
5. Contacts Tab
The contacts tab displays all the contacts attached to the client. For more detailed information on contacts, view the Contacts article.