Clients
Create clients, store billing details, and reuse them across invoices.
What to store
Client name/company.
Email address (required for sending invoices).
Phone and address (optional but recommended).
Best practices
Use the billing contact email your client expects invoices from.
Store a correct VAT number (if applicable) so VAT invoices are valid.
If you bill different departments, create separate client entries so sending is always accurate.
Client billing workflow
Create the client once and keep their billing details up to date.
When creating invoices, always select the client from your client list so details auto-fill correctly.
If a client changes their billing contact, update the client record before sending the next invoice.
If you bill multiple contacts at the same company, separate client records per contact is often simpler than trying to manage multiple billing emails on one record.