Clients
The client directory linked to quotations, invoices and payments.
Clients
The clients directory under Admin → Clients (/dashboard/human-resources/clients) — every business and person you invoice.
What a client record holds
- Contact details (business name, contact person, phone, email, address)
- Linked documents: quotations, invoices and payments
- Relationship stats used across the system
Using the directory
- Browse and search the client list.
- Client detail — see everything linked to the client: quotations, invoices, sales and payments.
- Create clients from the directory, from a quotation, or from the point of sale.
Where clients appear
| Area | How |
|---|---|
| Quotations | Selected as the client on every quotation |
| Invoices | Billed to the client; paid against the client's record |
| POS | Customers ring up sales; clients link to the same directory |
| Mobile admin | The CRM directory on your phone |
Related
- Quotations & invoices — the documents clients are on.
- Point of sale & sales — customers at the till.
- Services — the work you sell to clients.