Client Details Page

The client details page is where you can manage all the details–billing contracts, contacts, and invoices. Navigate to the client details page by clicking on Clients in the navigation bar.  See below for a detailed description of each element of the client detail page.

1. Client Name
The client name is displayed in the top left.


2. Address

The client address is displayed to the right of the staffing agency.


3. Edit Button

To edit the client name, staffing agency, address and logo, click the “Edit” button.


4. Billing Contracts Tab

The billing contracts tab displays all billing contracts associated with the client. For more detailed information on billing contracts, view the Billing Contracts article.

5. Contacts Tab

The contacts tab displays all the contacts attached to the client. For more detailed information on contacts, view the Contacts article.

6. Invoices Tab

The invoices tab displays all the invoices associated with the client.