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.
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.