> 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/editing-a-client.md).

# Editing a client

When a client changes their payment terms, their pricelist, or their accounts contact, every new project needs to pick that up. The client screen in OrderEazi holds those defaults, and new projects for the client start with them. Changing a client doesn't change projects that already exist.

### Before you start

You'll need the **Edit Client** permission, in the **Clients** permission group. If your organisation uses an accounting system, some details come from it and can be overwritten when the client syncs, such as the balance, credit limit, and payment terms.

### How to edit a client

1. In the main menu, select **Clients**.
2. Open the menu on the client and select **Edit**.
3. Change what you need on the **Client Info** tab or the other tabs.
4. Select **Save**.

You see "Client Updated." The changes apply to new projects for the client.

### The Client Info tab

**Client / Company Details:**

* **Client Active:** Clear it to stop new projects for the client.
* **Company / Client Code:** The client's account code. It can't be changed here if your organisation doesn't use an accounting system.
* **Company / Client Name:** Must be unique. If another client has it, you see that it's already in use.
* **Industry** and **Team:** For reporting and filtering.
* **VAT Reference**, **Registration Numbers**, and **Identification Number:** The client's tax and company numbers. The tax label follows your country, for example "VAT Reference".
* **Balance** and **Credit Limit:** What the client owes, and how much credit they have. The balance is read-only once the client exists.
* **Account Manager:** The person who looks after the client.
* **Notify Owner / Sales Rep:** Emails the client's account owner or sales rep when a new project is created for the client.

**Default Settings:**

* **Tax Type:** The VAT treatment for the client's projects.
* **Cash Only:** For clients who pay upfront. The credit limit check is skipped for them. It only appears if your organisation doesn't use an accounting system.
* **Payment Terms:** A number of days and how they're counted, such as **Days From Date Of Invoice** or **End Of The Current Month**.
* **Currency:** The client's currency. Some accounting systems, such as Sage One and Palladium, don't let you change it here.
* **Workflow** and **Default Delivery Type:** What new projects for this client start with.
* **Default Document Language:** Only appears when your organisation uses more than one language.

**Default Contact Person:** The main contact's **First Name**, **Surname**, **Job Title**, **Telephone**, **Mobile**, **Email**, and **Country**. Tick **Email Alerts To Client** to send them emails about their projects. Separate more than one email address with a comma or semicolon.

**Example:** Acme Ltd moves from 30-day terms to paying at the end of the following month. You change **Payment Terms** to **Day Of The Following Month**, enter 30, and save. Their next tax invoice is due on the 30th of the month after the invoice.

### The other tabs

* **Additional Contacts** and **Addresses:** The client's other contacts, and their billing and shipping addresses. See [Client contacts and addresses](/central/order-management/clients/client-contacts-and-addresses.md).
* **Terms and Conditions:** Appendices for this client only. See [Document Appendices](/central/order-management/documents/document-appendices.md).
* **Uploads:** Files about the client, up to 64.
* **Pricing:** The client's **Pricelist**. Select **Export** to download the client's prices.
* **Branches:** The branches the client is linked to, with a credit limit for each. It only appears with a Standard or Enterprise licence.

### Related pages

* [Client contacts and addresses](/central/order-management/clients/client-contacts-and-addresses.md): add contacts and addresses
* [Pricelists](/central/order-management/pricelists.md): the pricelists you can give a client
* [Clients](/central/order-management/clients.md): add and find clients