Clients and contacts
A client is the company or person you bill. Each client can have several contacts, such as an art buyer, a producer and someone in accounts.
Basics
- Adding a clientThe details that print on estimates and invoices, and the client’s default tax.
- Contacts, invoice contacts and home emailAdding the people at a client, choosing who gets invoices, and a second email address.
- Archiving a clientHiding a client you no longer work with, without losing their history.