Within your new quote, it’s easy to add an existing, create, edit and delete a client:
Bill to: Bill to allows you to select your client or add a new one.
Select client or add new one: This pulls up the list of clients from your database, however if you need to create a new client, just tap either import your client information from your mobile or manually input the relevant client details (see Clients section in this guide for more details).
Edit client: Swipe left on the clients name and tap on edit.
Delete client: IOS user: Swipe right to delete.
Select client or add new one: By clicking in the client field, or by typing initial letters, this pulls up the list of clients from your database, however if your client doesn’t appear you can create a new client, just click “Add new client” (see Clients section in this guide for more details).
To edit your client: Click “Update client info”, a pop up box will appear to edit the required information, if you wish to change the contact, address or notes section just click on the down arrow next to advanced options.