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Clients

The Clients API provides endpoints for managing client records within your company. A client represents a customer or business entity that you provide services or products to.

Key Features​

  • Create, read, update, and delete client records
  • Manage client contact information and billing details
  • View client-specific transaction history
  • Handle multiple contacts per client
  • Track client-specific settings and preferences

Client Statuses​

  • Active: Client is currently active and can be billed
  • Archived: Client is archived and hidden from active lists
  • Deleted: Client is marked for deletion but retained in the database

Best Practices​

  • Always validate client email addresses
  • Use unique client numbers for easy reference
  • Keep contact information up to date
  • Set appropriate client-specific currency and tax settings
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