When you create a new project, you'll be prompted to enter the client name or create a new one. If this is a project for a new client, once you add their name, they will be added to your client list on the client page.

Along with the client page, client details can be found on the Project page by clicking the client name next to the project you are working on for them. Once you select their name, you will be directed straight to your client's page with all of their information including client details, client contacts, projects you’ve worked on for them, and invoices you’ve sent them. You can always create a new project or send your client an invoice directly from this page.

Check out our related article on how to manage your client list to learn more about how to manage and edit your client list.

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