How do I edit a client?

The following page shows how to edit a client using FACTURAgem. Foremost, you need to sign in the application. Once logged, click the 'CLIENTS' button of the header menu to access your client's list. Click then on the pencil icon as shown below.

Note: the pencil icon is also accessible from the client detailed view.

Contact data

Modify here the business name, the contact person, the contact email and the phone number of the client. The business name only will appear on the invoice.

Identification Numbers

Depending of the country, companies are given an identification number and a tax registration number. This part of the formulary permits you to edit the wordings and the values of these two data (company number type, company number, tax number type and tax number). These data will appear on the invoice.

Address

This part of the formulary let you modify the address of the company's client: a complete address, a city, a postal code, a state and a country.

Notes and Discounts

You can modify the discount percentage of the client's next invoices.

You can edit the 'Notes' field to comment something about the client. This comment will never be displayed on the invoices.