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              Clients

              Find all Clients related articles here

              Articles

              5 articles
              • Managing your client list and bulk actions

                Find, sort and export your clients, set them active or inactive, and delete several at once from the Clients list.

                Updated Oct 16, 2026
              • Viewing a client's invoices and available credit

                The client page shows how much you have billed a client, the credit they have from credit notes, and every invoice raised for them.

                Updated Oct 16, 2026
              • Understanding a client's GST treatment and readiness

                How each GST treatment changes the tax on your invoices, and how to read the Tax behaviour and GST readiness panels on the client form.

                Updated Oct 16, 2026
              • Editing a client and their GST details

                Update a client's contact details, GST treatment, GSTIN and place of supply, and verify the GSTIN against the GST portal.

                Updated Oct 16, 2026
              • Creating a New Client

                The Create Client feature enables you to add new clients by entering their business and contact information. It helps maintain an organized client database, simplify customer management, and streamline your sales and accounting processes.

                Updated Jul 27, 2026