Find clients
Search, export, archive, or open client records and their work.
Open in Invoice AuraWhat to do
- 1
Choose All or Archived
Switch the client lifecycle view.
- 2
Search and page
Find a client and choose how many results to show.
- 3
Use row actions
Create or view invoices, bills, and estimates; open statements or contacts.
- 4
Export
Download all filtered clients as XLS, CSV, or TSV.