Create a complete client record once so Moxie can reuse accurate business, billing, and relationship information throughout your work.
Create a client
Open a new client in Moxie, or use the global + menu and choose Client.
Enter the client name and type.
Add the primary contact's first name, last name, email, and phone when available. Moxie creates this contact with the client.
Add the client's phone, website, address, currency, and other details you know.
Review the invoicing and payment settings.
If Peppol is enabled in Business details and this client receives Peppol invoices, turn on Enable Peppol for this client and enter the endpoint and legal-registration scheme and ID supplied by the client.
Save the client.
Add information Moxie can reuse in communication, documents, billing, and connected work.
When you create a client from an unlinked form submission or appointment, Moxie fills the new Prospect with recognized business and contact answers. Review those details before saving. After creation, Moxie links the original submission or appointment to the new client.
Edit reusable client information
Open the client and select Edit. The form separates general details, address and billing information, and invoicing settings so you can update the relationship without searching through multiple tabs.
Peppol controls remain hidden unless the workspace owner first enables Peppol under Settings → Business & team → Business details. A client's VAT identifier remains in Tax ID; do not substitute the endpoint ID unless the identifiers are actually the same.
The client editor keeps reusable relationship and billing details together.
Archive rather than delete
Use the client options menu to archive a relationship you no longer work with. Moxie asks whether to archive only the client or the client and its associated contacts. Archiving removes the selected records from their default Active views while preserving history and related records. An archived client still shows all of its associated contacts.
Use the Archived view on the client list to find and reactivate the client later. Reactivating a client automatically restores every associated contact.
Merge duplicate clients
Account owners can combine a duplicate client with the client record they want to keep:
Open the duplicate client and choose Merge into another client… from its options menu.
Select the active client that should survive.
Review the contacts, projects, invoices, time, expenses, files, deposit activity, and other related records that will move.
Resolve any warning about connected Stripe, QuickBooks, or Xero records. Existing records keep their original currencies; the surviving client supplies defaults for future work.
Type the duplicate client's name and select Merge clients.
The surviving client keeps its client details and billing defaults. The duplicate is retired, old links redirect to the surviving client, restricted-user access is carried forward, and Moxie records a merge event with an itemized history. A merge cannot be undone, so use the preview to confirm both records before continuing.
What happens next
New work created from the client workspace starts with the client already selected. Updates to live client information are available to features that reference the client record, while documents that contain copied information may need to be refreshed or edited separately.
Continue exploring Clients & contacts