The 30-second version.
Open Sales → Clients and tap + Add client (or add one while making an invoice).
Name and email are enough to start. Add a phone, address and payment terms if you have them, they will pre-fill on quotes and invoices.
If the client is a construction contractor who deducts CIS, flag it on their card. New invoices for them will switch CIS on automatically.
That is it, the client now has its own timeline where invoices, emails and payments collect in one thread.
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