Manage my clients
The address book, the history and what each brought you.
Individual or business
The type changes the document wording and how the invoice travels: a business client receives theirs over the e-invoicing network, an individual by e-mail.
What the record shows
Collected and pending revenue for that client, all their documents, jobs and notes. Call, text, directions and e-mail are one tap away.
Renaming
A renamed client keeps their documents: they're linked by a stable identifier, not by name. That's what stops two namesakes sharing each other's quotes.
