Clients

Open Clients

Navigate to Clients from the sidebar (web) or the navigation (mobile).

Add a new client

Tap or click + New Client. Enter the client name, billing address, and email.

Add company & VAT details

For business clients, enter the company name and VAT ID. Agency OS uses this on invoices and e-invoices automatically.

Save the client

The client is now available when you create jobs and across all your documents.

Edit or search

Open any client card to update details. Use the search bar to find a client quickly across a long list.