Modifying a client record

1. Click "Clients".
2. Search for the client name. You can search by Name, Email, Phone Number or Address.
   • If your company has a bigger database of stored clients you can click on the drop down box to the right of the search field and choose an option to specifically search for an email or a phone number.

   • If you have an invoice number, you can search by invoice number.

     
3. Select the client.

 

The client record will be displayed.  You can modify the information on this screen.

Search by Invoice Number

If you have an invoice number, you can also search by invoice by:

1. Cilcking the drop-down.
2. Selecting, "Search by Invoice Number."
3. Entering the invoice number.

Note: Selecting a client from this search will still take you to the client page. You will need to go to the client history section to locate a specific invoice.