Adding or editing a client

Clients are the people or companies you bill. Each one owns its own projects, quotes, invoices and payment history. This article covers the edit form in detail and the side effects of changing each field.

Goal: by the end of this you'll know which fields are safe to change later and which to think twice about.

Add a client

Tap the Clients tab, then + in the top right. Two sections plus notes:

Details — Name (required), Company (optional), Email (optional), Phone (optional).
Currency — defaults to your Settings → Defaults currency. Override when the client pays you in another currency.
Notes — anything you want to remember.

Tap Save.

Edit a client

Tap a client in the list, then Edit. Same form, with the existing values pre-filled.

What each field actually changes

Field	Affects
Name	Display on the client list, project header, quote and invoice PDFs.
Company	Optional second line on quotes and invoices.
Email	The "to" address suggestion when you share a quote or invoice; not auto-emailed.
Phone	Reference only — never auto-dialled.
Currency	The default currency for new quotes and invoices for this client. Existing quotes and invoices keep their currency.
Notes	Local-only memo. Not shared anywhere.

Archive a client (instead of deleting)

Swipe a client row left for an Archive action. Archived clients drop off the main list but their projects, quotes, invoices and payments remain accessible — useful for end-of-engagement cleanup without losing history.

To see archived clients, toggle Show Archived from the Clients tab toolbar.

Troubleshooting

Changed the currency, old quote still shows the old one. That's intentional — historical quotes keep the currency they were issued in.
Archived a client by mistake. Toggle Show Archived on, tap the client, then Restore.
Email field rejected something. The field is plain text and not strictly validated; double-check for typos before sharing.