Managing client information

Accurate client details ensure smooth invoicing and compliance with tax regulations. 

Steps to Manage Client Information: 

1. Go to the "Clients" section in your dashboard. 
2. Select the client whose details you want to update. 
3. Edit fields such as tax ID, office address, and contact details. 
4. Save changes to ensure updates reflect on future invoices. 

Archiving Clients: 

• If you’re no longer working with a client, archive their details to keep your list clean. 

1. A document to view or download. 
2. Upload new files as needed for better record-keeping. 

Important: You cannot update client information if there are active or pending invoices for that client. The relevant invoice must be completed or canceled first. To cancel an invoice, please contact our support team.