Client List & Add/Edit

Accessing the Client List

In the sidebar, click Clients → List.

Searching and Exporting

Use the search box to filter the list by name or ID. Export buttons at the top of the panel let you download the list as Excel, CSV, or PDF, or send it to Print.

Adding a Client

1. Click Add at the top of the client list.
2. Fill in the client's details in the popup form: Client Id (your own reference), Last/Company Name, First Name, Middle Name, Address, City, Country, Telephone, Email, ID Type, and ID Number.
3. Click Save.

Only the Last Name field is required to save a new client from this list screen.

Editing a Client

1. Find the client in the list and click Edit on that row.
2. The same form opens, pre-filled with the client's current details.
3. Update the fields as needed and click Save.

Cancelling

Click Cancel in the popup at any time to discard your changes without saving.

I need to add identification details later

You can leave ID Type / ID Number blank when first adding a client and fill them in later via Edit — for example, once verified in person.