Editing a Client

Modified on Wed, 16 Apr at 4:09 PM

With Invoice Maker, you can add and store each of your client's contact information in your secure dashboard. It is easy to update the client's details if your main point of contact has changed or for any other updates that may need to be made. 

 

From your Invoice Maker dashboard, simply follow the prompts to edit or update a client’s data:

Click on Clients

  1. Use the Search Bar to locate the client you need to edit
  2. Click on the Edit Client tool for your client
  3. Update the necessary Client Details
  4. Click Update Client


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