Editing an Existing Client

You can update a client's business information at any time from the Clients panel.

Step 1 — Open the Client Menu

In the Clients panel on the left, find the client you want to edit. Click the three-dot menu (⋮) on the right side of the client's name. A dropdown appears with two options: Edit and Delete. Click Edit.

Step 2 — Update the Business Info

The Business Info form opens with the client's current details. Update any fields you need to change:

• Business Logo — drag and drop or browse to upload a logo

• Business Name — the client's trading name

• Business Industry — the industry the client operates in

• Legal Name — the client's registered legal name

• ABN — the client's Australian Business Number

• Email — the client's contact email address

• Phone Number — the client's contact phone number

• Is your client currently registered for GST? — select Yes or No

A Notes panel is also available on the right side of the screen. Click Add Note to attach any internal notes to this client record.

Once all changes are made, click Save in the top right corner.