Clients

A client is an individual or organization who incurs charges for products and services you provide, including fees, charges, and taxes. As you add clients, capture details such as addresses, contacts, and actions. Since these display as defaults on other record types, you'll save time by adding them now.

From Receivables, Clients, review and sort the list of clients and determine how you want the info to display. Select Columns, choose details to include, and select Apply changes. If necessary, drag and drop the headers to reorder each column.

To quickly locate the client you want, search the list. Select Filter to minimize the list or Export to copy the list to an Excel .XLSX file.