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Editing or Deleting Client Information

Last updated: 15 May 2026

To edit or delete a client's profile, navigate to the Clients section, find the client, and click Edit or Delete. Keeping these profiles updated ensures you have the correct information when a client moves or changes their email address.

How to manage clients:

  1. Go to the Clients section.
  2. Find the client in the list and click Edit.
  3. Update their information and hit Save. Note: Updating a client's profile does not change past invoices that were already generated.
  4. To remove a client, click Delete.

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