Clients
Assign a Client (Customer | Supplier) to an Invoice
Last Updated: April 26, 2026Assign / Associate a Client to a document (Invoice / Estimate / Purchase Order / Credit Note)
Create a New Client (Customer | Supplier) from Invoice
Last Updated: April 26, 2026Create a new client from a document (Invoice, Estimate, Purchase Order, Credit Note)
Create New Invoice with Client (Customer | Supplier) associated
Last Updated: April 26, 2026This options helps you to create a new document (Invoice, Estimate, Purchase Order, Credit Note) with client assigned/associated
Client Folders
Last Updated: April 26, 2026In client folders you can view all the created Invoices, Estimates, Purchase orders and Credit Notes of a specific client.
Add New Client (Customer | Supplier)
Last Updated: April 26, 2026Learn about how to create / add a New client
Edit, Delete Client (Customer | Supplier)
Last Updated: April 26, 2026Learn how to edit, delete client / delete multiple clients
Clear | Remove assigned client (Customer | Supplier) from an Invoice
Last Updated: April 26, 2026Remove associated / assigned client from a document (Invoice, Estimate, Purchase Order, Credit Note)
Use of Custom fields available in client (Customer | Supplier) and Company Profile
Last Updated: April 26, 2026Custom fields are given for inserting anything that you want of customer and your company. Whatever you insert in these fields will get reflected on PDF.
Not able to remove / change assigned client from a document
Last Updated: April 26, 2026If you are trying to change assigned client from a document (Invoice, PO, Credit Note) but not able to do it then this article is for you