Clients

Client Types

Note: The user must have access to editing Client Types in User Privileges.

Job types allow the user to categorise and export Jobs, Quotes, Recurring Jobs, Archived Jobs and Invoices using this attribute.

1. Go to Settings and select Clients in the Features section.
2. Press + Add a new client type to add a new one or press Edit on the right of an existing client type to edit it.
3. Enter the Client Type Name and press Add or Update.
4. To delete a client type, press Delete on the right-hand side of the client type section.