Open Clients in the left sidebar and add the client — you do not need an estimate first. Full steps below.
Where: Clients in the left sidebar
Plans: All plans
Steps
Open Clients in the left sidebar and add the client — you do not need an estimate first.
Click a client to see their estimates, invoices, projects and documents in one place.
When building either type of estimate, search for the existing client on the client step and their details fill in automatically.
Rules and limits
The extra fields sit behind the More details switch so the normal form stays short.
Only the addresses saved on that client appear in the send confirmation window.
Still stuck?
If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.