Client Details

🧾 Client Details Workflow

1. Add Client Details

Users can manually input client information into the provided form fields:

• Name: Client's full name

• Email: Client’s email address

• Address: Street or detailed address

• City, State: Client’s city and state

• Zip Code: Area postal code

• Phone: Office or landline contact number

• Mobile: Client’s mobile number

• Fax: Optional fax number

🔹 A note above the form mentions that the saved details will appear on the right panel of the invoice, purchase, or quote generator.

After filling out all the details, clicking the ➕ Add button saves the client information to the list below.

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2. View and Manage Saved Clients

Once a client is added, their details appear in the Client Details table below the form, which includes:

• Name, Email, Address

• City & State

• Zip Code, Phone, Mobile, Fax

• Action column with options like edit or delete (visible via icons)

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3. Import and Export Options

• Export to CSV: Allows users to download all saved client data in a CSV file.

• Import Clients: Enables bulk upload of clients via a CSV file. Ideal for adding multiple entries at once.

• Clear All: Deletes all saved client data in one click.

✅ Use Case

This setup is helpful for businesses or freelancers who frequently generate invoices and need to manage a client database efficiently. Once added, these clients can be quickly selected when generating financial documents.