> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/clients.md).

# Clients

If a client's details are wrong, every quote and invoice you send them is wrong too, and it's the client who notices. **Clients** in OrderEazi holds the companies you sell to: their contacts, addresses, payment terms, pricelist, and default workflow. A project's client details are filled in from here.

### Before you start

You'll need permissions in the **Clients** permission group:

* **View Clients:** To see the client list.
* **Create Client:** To add and import clients.
* **Edit Client:** To change, disable, and enable clients.
* **Export Clients:** To export clients and their projects.

### How to find a client

1. In the main menu, select **Clients**.
2. Type in **Search...** to narrow the list.

The list shows each client's **Company / Client Name**, **Industry**, contact, **Email**, **Telephone**, **Account Manager**, **Currency**, and whether the client is active. If your organisation uses an accounting system, an icon shows whether each client has **Synced** to it. If you're limited to certain clients, you only see those.

### How to add a client

1. In the main menu, select **Clients**.
2. Select **Add Client**.
3. Under **Client / Company Details**, enter the **Company / Client Name**.
4. Under **Default Settings**, choose the **Tax Type**, the **Payment Terms**, and the **Currency**.
5. Under **Default Contact Person**, enter the contact's **First Name**, **Surname**, and **Email**.
6. Add the **Postal Address** and **Delivery Address**, or tick **Same as Postal Address**.
7. On the **Pricing** tab, choose the client's **Pricelist**, if they have their own prices.
8. Select **Create**.

You see "Client Created." The **Company / Client Code** is only on this form if your organisation doesn't use an accounting system. Otherwise the code comes from your accounting system once the client syncs.

**Example:** A new client, Acme Ltd, pays 30 days from invoice and buys at trade prices. You add them with **Payment Terms** of 30, **Days From Date Of Invoice**, and choose the "Trade" pricelist on the **Pricing** tab. Their next project fills in those terms and prices straight away.

You can also add a client straight from a project, with the **+** next to **Company Name**. See [Project details](/central/order-management/projects/project-details.md).

### What you can do with a client

Open the menu on a client's row to:

* **Edit:** Change the client. See [Editing a client](/central/order-management/clients/editing-a-client.md).
* **Payments:** See the client's payments. See [Client payments](/central/order-management/clients/client-payments.md).
* **Statements:** Create a statement from your accounting system. See [Statements](/central/order-management/clients/statements.md).
* **Project Export:** Download an Excel file of the client's projects and their lines, with one sheet for each workspace section.
* **Disable / Enable:** Mark the client inactive, or active again. You see "Client Updated."

Select **Export** at the top of the list to download an Excel file of the clients matching your search, with a second sheet of their additional contacts.

### Related pages

* [Editing a client](/central/order-management/clients/editing-a-client.md): every field on the client screen
* [Import Clients](/central/order-management/clients/import-clients.md): add or update many clients at once
* [End Users](/central/order-management/clients/end-users.md): deliver to someone other than your client