Edit a client
Update a client's details and billing defaults, and customize the invoice payment methods offered to that specific client.
You can change any client detail after creating it, including their billing defaults and the payment methods their invoices offer.
- Role
- OwnerAdminManager
Editing clients is a manage-tier action. Members have no client access.
Where to find it
Open the client from Clients, then click Edit (the form lives at /clients/[id]/edit).
Edit a client
Open the client
In the Clients list, click the client you want to change.
Click Edit
Open the edit form. Every field from the create form is here: name, website, status, contact, billing address, tax number, notes, and the Billing section.
Make your changes
Update whatever you need. For the billing fields — currency, payment terms, hourly rate, tax, the PO toggle, and billing email — see Billing defaults.
Save
Click Save. Your changes apply going forward.
Customize invoice payment methods
The edit page has an Invoice payment methods card. Turn on Customize for this client to override your workspace defaults for this client only:
- Bank transfer
- Card
- Card processing fee % — a surcharge applied when the client pays by card
These per-client payment methods are only available on the edit page — they aren't on the new-client form. Create the client first, then come back to edit it.
What happens next
Updated defaults apply to new projects and invoices. Existing invoices keep the values they were created with, since sent invoices are immutable snapshots.
Tips
- Changing the Default hourly rate doesn't change existing projects — it only affects new projects that leave their rate blank.