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Go to the Admin menu, then click Clients.
Select your search filters. These can either be one or a combination of the following:
Given Name
Surname/Business Name
Type
Status
Click Search.
Highlight the desired client that you wish to update. This will bring up the clients details.
If any changes are required, make the edits and click Save
Click on the Transaction tab to see a list of all transactions that have been processed for the selected client.
Click on the Attachments tab to upload files relevant to the client.
If the client is no longer needed, it can be made inactive so that it does not appear in the income and expense screens by deselecting the 'Active' checkbox. Then click Save.
If you wish to clear the search results, click the Clear button.
Alternatively, add a new client by clicking New. See Create a New Client for instructions.
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