Editing or deleting a client

Introduction

It is crucial to keep your client list updated with accurate details such as billing addresses and rate cards to ensure smooth billing processes. Incorrect information on invoices can lead to payment delays.

To begin, go to the Projects tab and select Clients.

This section allows you to view and handle all clients currently listed in your Organization.

You can also check the article on adding a client on Keka PSA.

To make changes to client details, simply click on the three dots next to the client's name and choose the Update option from the drop-down menu.

Within the Update Client window, proceed to make any required adjustments to the client information before clicking on the Update button.

Removing a client

If you need to remove a client from your list, simply select the Delete option from the drop-down menu.

In the Delete Client overlay window, type "DELETE" in the designated text field, and then proceed to click on the Delete button.