Adding and Editing Client Details

Client information changes over time—contact details update, companies rebrand, or you simply need to add information you didn’t have when you first created the client. Keeping your client details current ensures accurate invoicing and professional communication.

Editing Client Information

Navigate to the client’s detail page by clicking their name from the client list
Click Edit Client in the top right corner
The edit form will appear on the right side
Make your changes
Click Save Changes

You can also edit a client directly from the client list using the actions menu (three dots) next to each client.

What You Can Edit

Basic Information

First name, middle name, and last name
Company name (for business clients)
Email address
Phone number

Client Type

Change between Individual and Business types. Remember that this affects how the client’s name displays throughout your workspace.

Contact Details

Update email addresses and phone numbers as they change.

Billing Address

Add or update the complete billing address including street address, city, province/state, postal code, and country.

Pipeline Stage

Move the client to a different stage in your pipeline to reflect the current status of your relationship.

Editing Best Practices

✅ Keep emails current: Email addresses are used for sending proposals, agreements, and invoices. An outdated email means failed delivery.

✅ Update billing addresses before invoicing: Ensure the address is current before generating invoices to avoid delays in payment.

✅ Document changes in notes: If a client changes companies or contact details, add a note to keep a record of the change.

✅ Review quarterly: Set a reminder to review and update your important client records every few months.

What Happens When You Edit

Existing Documents:
Previously created invoices, proposals, and agreements retain the information that was current when they were created. They don’t automatically update with the new details.

Future Documents:
New invoices and proposals will use the updated client information.

Client Display Name:
If you change the client type or name fields, the display name updates immediately throughout your workspace.

Common Questions

Will editing a client affect old invoices?
No. Existing invoices keep the information that was current when they were created. Only new documents use the updated details.

Can I edit multiple clients at once?
Currently, clients need to be edited individually. This ensures accuracy and prevents accidental changes.

What if I make a mistake while editing?
You can immediately edit the client again to correct the mistake. Client edit history isn’t tracked, so make changes carefully.

Do I need to update the client’s information everywhere?
No. When you edit a client, the changes apply wherever that client is referenced in your workspace (except for historical documents as noted above).

Pro Tips for Data Accuracy

✅ Use the correct email: Double-check email addresses. A typo means proposals and invoices won’t be delivered.

✅ Standardize address formatting: Use consistent formatting for addresses to ensure they display properly on invoices.

✅ Keep phone numbers with formatting: Include country codes and use standard formatting for international clients.

✅ Verify business names: Use the exact legal business name as it should appear on contracts and invoices.

When to Edit vs. Create New

Edit the existing client when:

Contact information changes
The person changes roles within the same company
You need to correct mistakes or add missing information
The billing address updates

Create a new client when:

The contact moves to a different company
You’re working with a different person at the same organization (if using Business type)
It’s truly a different client relationship