Clients and contacts

Clients

A client is a company or a person you send invoices to. Go to Billing → Clients and choose Create a client.

• Type: Company or Individual.
• Name: the only required field.
• VAT number: if the client has one, in the form CHE-123.456.789 MWST.
• Address: printed on your invoices.
• Communication: Language, Email, Phone and Website.

Tip

Fill in the full address, street, postal code, city and country. The QR-bill only includes the payer when it's complete. And set the client's Language: invoices are prepared in it by default.

Contacts

Contacts are the people you deal with at a client: the managing director, someone in accounting, and so on. Open a client and choose Add contact to record their First name, Last name, Email and Phone.

Contacts are for your own reference. They don't appear on invoices.

Deleting

Deleting a client also deletes its contacts. A client you've already invoiced can't be deleted, so your books stay complete.