In the client card, you can include necessary information about your client. From basic data such as address or Tax Identification Number (VAT ID) to detailed settings regarding default discount, terms, or payment method. The system also allows adding additional information such as an identity document. In this entry, you will learn what additional information you can add in the client card.

Additional information in the client card

To add additional information:

1. Go to the Clients tab;

5. Confirm the changes made or the creation of a new client by clicking the Save button.

The entered data are additional information and will not be visible on the issued documents. They may be helpful (e.g., client ID or email address) in searching for the client on the client list within the account.  

Also, check:

• Searching for clients by email address, ID, and additional note
• Default payment type for a specific client
• Default discount and payment terms for a specific client
• How to assign a default tax to a client?
• Categorization of clients