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      Manage Clients
      • 31 Oct 2024
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      Contents

      Manage Clients

      • Updated on 31 Oct 2024
      • 1 Minute to read
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      Article summary

      Adding a Client

      Mobile App

      To add a new client from the filter tab

      1. Tap the "Transactions" tab

      2. Scroll through the filter list (below the search bar) to find "All Clients"

      3. Tap the filter

      4. Screenshot_2024-10-24-10-07-31-438_com.easyexpense.jpgTap "Add Client"

      5. Enter a client name

      6. Tap "Save"

      To add a new client when adding a new income

      1. Tap the "Transactions" tab

      2. Tap "Add Transaction"

      3. Screenshot_2024-10-23-09-24-55-792_com.easyexpense.jpgTap "Income"

      4. Tap "Add Client"

      5. Enter a client name

      6. Tap "Save"

      To add a new client when editing an existing income

      1. Tap the "Transactions" tab

      2. Tap any existing income

      3. Screenshot_2024-10-24-10-27-26-569_com.easyexpense.jpgTap the client's name

      4. Screenshot_2024-10-24-10-27-33-864_com.easyexpense.jpgTap "Add Client"

      5. Enter a client name

      6. Tap "Save"

      Web App

      At the moment, this feature is only available through our Mobile App

      Editing a Client

      Mobile App

      To edit a client from the filter tab

      1. Tap the "Transactions" tab

      2. Scroll through the filter list (below the search bar) to find "All Clients"

      3. Tap the filter

      4. Screenshot_2024-10-24-10-07-31-438_com.easyexpense.jpgTap "Edit"

      5. Tap the ">" next to the client you want to edit

      6. Update the client info

      7. Tap "Save"

      To edit a client when adding a new income

      1. Tap the "Transactions" tab

      2. Tap "Add Transaction"

      3. Screenshot_2024-10-23-09-24-55-792_com.easyexpense.jpgTap "Income"

      4. Tap "Edit"

      5. Tap the ">" next to the client you want to edit

      6. Update the client info

      7. Tap "Save"

      To edit a client on an existing income

      1. Tap the "Transactions" tab

      2. Tap any existing income

      3. Screenshot_2024-10-24-10-27-26-569_com.easyexpense.jpg  Tap the client's name

      4. Screenshot_2024-10-24-10-27-33-864_com.easyexpense.jpgTap "Edit"  

      5. Tap the ">" next to the client you want to edit

      6. Update the client’s info

      7. Tap "Save"

      Web App

      At the moment, this feature is only available through our Mobile App

      Deleting a Client

      When deleting a client, the client will be deleted from all logged income transactions that have that client. The transactions will not be deleted, but will change to "Unknown Client".

      Be careful when deleting clients as there is no confirmation when deleting and no ability to restore clients.

      Mobile App

      To delete a client from the filter tab

      1. Tap the "Transactions" tab

      2. Scroll through the filter list (below the search bar) to find "All Clients"

      3. Screenshot_2024-10-24-10-07-31-438_com.easyexpense.jpgTap the filter

      4. Tap "Edit"

      5. Tap the trash can next to the client you want to delete

        Screenshot_2024-10-24-10-43-25-156_com.easyexpense 1.jpg

      To delete a client when adding a new income

      1. Tap the "Transactions" tab

      2. Tap "Add Transaction"

      3. Screenshot_2024-10-24-10-50-34-943_com.easyexpense.jpgTap "Income"

      4. Tap "Edit"

      5. Tap the trash can next to the client you want to delete

        Screenshot_2024-10-24-10-43-25-156_com.easyexpense 1.jpg

      To delete a client on an existing income

      1. Tap the "Transactions" tab

      2. Tap any existing income

      3. Screenshot_2024-10-24-10-27-26-569_com.easyexpense.jpgTap the client's name

      4. Screenshot_2024-10-24-10-27-33-864_com.easyexpense.jpgTap "Edit"

      5. Tap the trash can next to the client you want to delete

        Screenshot_2024-10-24-10-43-25-156_com.easyexpense 1.jpg

      Web App

      At the moment, this feature is only available through our Mobile App

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