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Adding Contacts to a Client

  1. Click on a client’s name to open their detail page.
  2. In the Contacts section, click Add Contact.
  3. Fill in the contact’s name, email, phone, and title.
  4. Check Primary Contact for your main point of contact.
  5. Check Primary Billing Contact for the person who should receive invoices.
  6. Check Include in Invoice Emails if this contact should be CC’d.
  7. Click Save.

Tip: Setting a Primary Billing Contact ensures that every invoice you send goes to the right person automatically.